AI Systems & Automation Consultant
Private Investor Portfolio • Operations
About this role
AI Systems & Automation Consultant (Claude Code & Business Automation)
Support a private investor and entrepreneur managing a growing portfolio of businesses spanning real estate, lending, and SaaS investments. This is an opportunity to work directly with a founder building and investing in multiple ventures with AI and automation at the core.
About the Role
Design, build, and optimize AI-powered workflows, systems, and operational processes across multiple businesses. Think strategically, understand business processes, identify inefficiencies, and independently design solutions using AI, automation, and modern development tools.
Commitment:
- Part-Time (20 hours/week)
- Fully Remote (PH-based candidates preferred, Manila hours)
- Independent Contractor
- Start ASAP
- USD $800–1,200/month (higher based on experience)
Core Responsibilities:
AI Systems & Automation Development:
- Design, build and optimize AI-powered workflows across businesses
- Automate operational, administrative, financial, customer-facing processes
- Identify bottlenecks and automation opportunities
- Build scalable systems improving efficiency and decision-making
- Continuously refine existing automation infrastructure
Claude Code & AI Management:
- Utilize Claude Code as primary development environment
- Build and maintain reusable prompts, agents, workflows
- Organize and manage multiple Claude projects across entities
- Establish AI governance and documentation practices
- Build automation solutions for recurring workflows
Systems Integration:
- Work with Claude Code, n8n, Make, Zapier, Relevance AI, Anthropic/OpenAI APIs
- Integrate CRM, finance, document management, marketing platforms
- Analyze business processes and recommend automation strategies
- Create SOPs and implementation plans
Strategic Projects:
- Lending platform development (KYC, onboarding, deal intake, loan processing)
- Automated document generation, pipeline management, reporting
- SaaS acquisition and optimization
- Repeatable frameworks for portfolio companies
Required:
- 3+ years building automation systems
- Advanced Claude Code proficiency
- Hands-on n8n/similar platform experience
- LLM, prompt engineering, AI agent architecture knowledge
- API/webhook/integration experience
- Strong systems thinking and process design
- End-to-end solution building
- Excellent English communication
Nice-to-Have:
- Lending, fintech, credit experience
- Private equity, venture capital exposure
- SaaS operations experience
- HubSpot, Salesforce, Pipedrive
- Python or other programming
- AI agent and internal tool building
Ideal Profile:
- Naturally looks for process automation opportunities
- Enjoys solving complex operational problems
- Takes vague objectives and independently builds solutions
- Thinks like a consultant
- Highly organized and structured
- Multi-project management
- Strong commercial awareness
- Proactive in identifying opportunities
Location: Remote, PH-based preferred, Perth business hours (Manila standard hours available).
Job details
- Company: Private Investor Portfolio
- Type: Part time
- Category: Operations
- Posted: 9/10/2026
- Expires: 10/10/2026