Business Automation & AI Analyst

Job Description

Job Description

Pipe Mgt. is seeking a resourceful, technically capable Business Automation & AI Analyst to help improve how work gets done across our business and related family office operations.

In this newly created Remote-Hybrid position, you will work directly with the CEO and collaborate with executives and employees to identify repetitive tasks, improve reporting, and build practical solutions using existing AI, automation, and data analysis tools.

This opportunity is well suited to an early-career professional who enjoys solving business problems, learning new technology, and turning ideas into working solutions. Candidates with approximately 1–3 years of relevant experience are encouraged to apply. Recent graduates with strong internships, applied projects, or a portfolio of relevant work will also be considered.

What You Will Do

Build practical automation and reporting solutions

·         Map existing workflows, identify inefficiencies, and recommend improvements.

·         Develop automated workflows, dashboards, and reporting tools using platforms such as Microsoft Power Automate, Power BI, Power Apps, Excel, and SharePoint.

·         Connect information across approved business systems to reduce manual data entry and repetitive work.

·         Test solutions, document how they work, and help employees use them effectively.

·         Monitor implemented solutions and troubleshoot issues.

Support executive productivity

·         Begin by working with the CEO to understand priorities and select a manageable set of initial projects.

·         Create dashboards that organize key information, priorities, outstanding tasks, and follow-ups.

·         Use approved AI tools to summarize information, identify action items, and assist with report preparation.

·         Develop AI-assisted workflows with appropriate human review.

Expand improvements across the organization

As initial projects are implemented, collaborate with investment, finance, operations, and department leaders on projects such as:

·         Investment opportunity tracking and standardized screening reports.

·         Capital call, distribution, and reporting deadline tracking.

·         Financial and operating dashboards.

·         Recurring management reports and approval workflows.

·         Sales, purchasing, and inventory reporting.

·         Employee workflow improvements and training.

Work responsibly with company information

·         Follow company requirements for confidentiality, data access, and approved technology.

·         Coordinate with designated IT and security resources before connecting systems or introducing new tools.

·         Document solution ownership, maintenance needs, and limitations.

What You Bring

·         Demonstrated ability to build a useful automated workflow, dashboard, or similar business solution through employment, internships, academic projects, or independent work.

·         Hands-on experience with one or more Microsoft Power Platform tools, particularly Power Automate or Power BI.

·         Strong Excel skills and the ability to organize, analyze, and validate data.

·         Familiarity with AI tools such as Microsoft Copilot, ChatGPT, Claude, or comparable platforms.

·         The ability to understand a business problem, ask thoughtful questions, and explain a proposed solution clearly.

·         Strong organizational skills, attention to detail, and follow-through.

·         Comfort working independently while collaborating directly with executives and employees.

·         Sound judgment when handling confidential business and financial information.

Helpful, but Not Required

·         A degree in Management Information Systems, Business Analytics, Computer Science, Information Systems, Industrial Engineering, or a related field. Equivalent demonstrated skills and experience will also be considered.

·         Approximately 1–3 years of experience in business systems, automation, business intelligence, data analysis, or process improvement.

·         Experience with Power Apps, SharePoint, SQL, Python, APIs, or system integrations.

·         Familiarity with financial reporting, accounting, investment operations, purchasing, or inventory management.

·         Experience documenting workflows or training users.

You do not need to be an expert in every tool listed. Oil and gas experience is not required. We value demonstrated ability, curiosity, communication, and a willingness to learn our business.

What Success Looks Like

During your first 90 days, you will work with leadership to:

·         Understand key workflows and identify the most useful opportunities for improvement.

·         Establish clear priorities and measures of success.

·         Deliver an initial set of practical improvements, such as a dashboard or automated workflow.

·         Document your solutions and help users adopt them.

Over time, success will be measured by reliable solutions, reduced manual effort, improved reporting, and employee adoption.

Work Arrangement

This position is primarily remote and requires a Houston-area resident. Pipe Mgt. does not currently maintain a Houston office. Initial in-person meetings will take place at the CEO’s home office in Houston, with other meetings conducted through Microsoft Teams or at designated business locations.

Meeting schedules and any travel expectations will be discussed during the interview process. Company-managed equipment will be provided, and confidentiality and security requirements will apply.  Relocation will not be provided.

How to Apply

Apply through this posting with your resume and answer the screening questions, including a brief description of a workflow, dashboard, automation, or AI-assisted project you have built. Explain the problem, the tools you used, your contribution, and the result.

You may include a portfolio link or an academic project. Please do not submit confidential information belonging to a current or former employer or client.

Selected finalists will complete a short practical exercise using sample data and discuss their approach, results, and recommendations.

Pipe Mgt. is an equal opportunity employer.

Must have experience. Looking for serious candidates.

Company Description

Must have experience. Looking for serious candidates.