Business Automation & AI Analyst

Pipe Mgt is seeking a Business Automation & AI Analyst to improve workflows across its business and related family office operations. The analyst will work with the CEO and other employees to build practical automation, reporting, and AI-assisted solutions, document them, and support their adoption.

Responsibilities:

• 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
• 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
• 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
• 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

Requirements:

• 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
• 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