Job Description
Industry
Finance and Accounting
Work Arrangement
Remote
Job Type
Full-Time
Work Schedule
Async-first with at least one daily live sync overlap. Flexible schedule with collaboration across US time zones.
Locations
Philippines | Argentina | Colombia | Mexico
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.
Hear why we exist, what we believe in, and who we’re building for: WATCH HERE
Why Work with Us?
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.
About the Company
Our client is a multi-billion-dollar investment and operating firm with a hands-on approach to scaling businesses across industries including life sciences, healthcare, fintech, and real estate. The organization is actively integrating AI and automation into both its internal investment workflows and portfolio company operations.
The team operates in a fast-moving, intellectually rigorous environment where initiative, responsiveness, and strong communication are highly valued. They are building AI-powered systems that directly influence how investment decisions are made and how operational processes scale across companies.
Role Overview
Our client is hiring an AI Automation Engineer / Operator to build and deploy AI-powered tools across both the internal investment team and a portfolio of operating companies. This role exists to accelerate the firm’s modernization efforts by automating high-impact workflows related to investment research, deal structuring, outreach, reporting, and operational execution.
You will work directly with investment professionals, founders, and operators to identify business problems, design automation solutions, and ship working systems independently. The role combines technical execution with business partnership, requiring someone who can communicate clearly, operate asynchronously, and thrive in ambiguous environments.
This is an execution-heavy role for a proactive builder who already uses AI-native tools daily and wants ownership over systems that create measurable leverage. Candidates who thrive here are highly resourceful, curious about finance and investing, and comfortable moving between technical implementation and stakeholder conversations.
Your Impact:
- Build AI-powered systems that 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.
Core Responsibilities
Internal Investment Team Tooling – 50%
- Design, build, and maintain AI-powered internal tools that support investment research, outreach, 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 that aggregates research and produces firm-aligned outputs.
- Identify new automation opportunities across reporting, workflow management, and investment operations.
Portfolio Company Fractional Tech Support – 50%
- 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, automations, dashboards, 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.
Cross-Functional Communication & Business Partnership – Embedded Across Responsibilities
- Collaborate with technical and non-technical stakeholders across investment and portfolio company teams.
- Communicate proactively through async channels and participate in daily sync meetings.
- Support ad hoc financial analysis and operational tasks using AI tools and automation workflows.
- Operate with high ownership and independently scope, prioritize, and execute projects.
Must-Haves (Required)
- 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.
- Strong 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.
- Strong English communication skills, both written and verbal.
- Ability to gather requirements, scope projects independently, and execute without heavy oversight.
- Strong 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.
Nice-to-Haves (Preferred)
- 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.
Tools Proficiency
Must-Haves (Required)
- Claude Code
- Codex
- Cursor
- N8N
- Zapier
- Python
- REST APIs
- Webhooks
- GitHub
- Signal
Nice-to-Haves (Preferred)
Make (Integromat)
JavaScript
TypeScript
AWS
Supabase
LangChain
Vector Databases
RAG Architectures
LangSmith
Langfuse
Competitive Salary: Based on experience and skills
Remote Work: Fully remote—work from anywhere
Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
Generous PTO: In accordance with company policy
Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
Direct Mentorship: Guidance from international industry experts
Learning & Development: Ongoing access to resources for professional growth
Global Networking: Connect with professionals worldwide
Our Recruitment Process
- Application
- Screening
- Skills Assessment
- Top-grading Interview
- Client Interview
- Job Offer
- Client Onboarding
Ready to Join Us?
If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.
