Pearl
Finance and Accounting
AIAutomationEngineer/Operator
“AI Automation Engineer / Operator at Pearl. Skills: AI Automation Engineering, Python, API integration, Workflow Automation, Stakeholder Collaboration. Build AI-powered tools across internal investment team and portfolio companies. Automate high-impact workflows related to investment research, deal structuring, outreach, reporting, and operational execution”
What You'll Achieve.
Improve investment research, outreach, and deal execution workflows; Reduce manual operational work by automating repetitive internal and portfolio company processes; Help leadership teams identify and execute automation opportunities that create measurable business leverage; Improve operational efficiency across multiple portfolio companies through scalable tooling and integrations; Contribute directly to faster decision-making, improved reporting workflows, and stronger cross-functional execution; Establish repeatable automation processes that support long-term AI adoption across the organization
Industry & Context.
problem-solving skills; Comfort operating in fast-paced, ambiguous environments; Translate business pain points into working AI solutions
What They're Looking For.
Must Have
3+ years of experience in AI automation engineering, software engineering, workflow automation, or related technical roles, Demonstrated experience building and shipping AI-powered tools, automations, or internal systems used in real business environments, Python proficiency and experience working with APIs, webhooks, and authentication flows, Active daily use of AI-native tools such as Claude Code, Codex, Cursor, N8N, Zapier, or similar platforms, English communication skills, both written and verbal, Ability to gather requirements, scope projects independently, and execute without heavy oversight, problem-solving skills and comfort operating in fast-paced, ambiguous environments, Genuine interest in business operations, finance, investing, or operational strategy, Experience collaborating cross-functionally with technical and non-technical stakeholders, Claude Code, Codex, Cursor, N8N, Zapier, Python, REST APIs, Webhooks, GitHub, Signal
Nice to Have
Prior exposure to investment firms, private equity, hedge funds, fintech, ERP systems, or accounting platforms, Experience working with US-based or global remote teams, Familiarity with agent frameworks, vector databases, RAG architectures, or AI observability tools, Basic front-end development experience using JavaScript or TypeScript, Experience building dashboards, internal tooling, or operational reporting systems, Educational background from a top university in your country, Make (Integromat), JavaScript, TypeScript, AWS, Supabase, LangChain, Vector Databases, RAG Architectures, LangSmith, Langfuse
What You'll Do.
Build AI-powered tools across internal investment team and portfolio companies
Automate high-impact workflows related to investment research
and operational execution
Identify business problems
design automation solutions
and ship working systems independently
and maintain AI-powered internal tools for investment research
and operational workflows
Refine and extend an existing investor outreach web application with automated follow-up sequences and contact enrichment functionality
Build a cap table waterfall modeling platform to streamline deal structuring and replace manual spreadsheet workflows
Develop an AI-driven investment thesis memo generation system
Identify new automation opportunities across reporting
and investment operations
Serve as a fractional automation operator across portfolio companies on a project basis
Gather requirements directly from founders and operators and translate business pain points into working AI solutions
Build internal applications
and workflow systems tailored to portfolio company needs
Oversee lightweight technical implementation projects and support operational deployment
Deliver scalable systems that portfolio company teams can maintain after handoff
Support ad hoc financial analysis and operational tasks using AI tools and automation workflows
How You'll Work.
Team & Collaboration
Collaborate with technical and non-technical stakeholders across investment and portfolio company teams; Communicate proactively through async channels and participate in daily sync meetings; Work with investment professionals, founders, and operators
Communication Scope
English communication skills, both written and verbal; Communicate proactively through async channels; Participate in daily sync meetings; Communicate clearly
Process & Methodology
Scope projects independently, Prioritize projects, Execute projects, Oversee lightweight technical implementation projects
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