Investment Principal

1 week ago


Oakland, California, United States Kaiser Permanente Full time
Job Summary:

The Ventures Investment Principal will be responsible for all aspects of venture investments within an identified portfolio, including sourcing investment opportunities, performing due-diligence, recommending new investments and participating in company building and investment monitoring at the Board of Directors level. Performs either directly or through subordinate staff, research and tracks company competition and key industry events. Works with marketing and public relations, ensuring that a consistent corporate image is presented to analysts, institutional investors and individual shareholders. Coordinates key investor events and analyst conferences, as well as pertinent follow-up. Assists with the annual report and annual shareholders meeting. Prepares market and competitive updates for executive staff. Coordinates SEC filings and disclosures with SEC Reporting Manager to ensure timely submission and public notification/website postings. May prepare investor presentations.

Essential Responsibilities:
  • Source new investments by continuously developing KPVs network of founders, entrepreneurs, and thought leaders.
  • Manage deal flow with fellow investor colleagues.
  • Lead all aspects of due diligence, work with colleagues as thought partners, and manage workstreams with junior investors.
  • Perform and evaluate financial analyses and generate investment and portfolio recommendations.
  • Prepare and present investment memoranda to Investment Committee.
  • Lead execution of investment transactions including the review and negotiation of term sheets and transaction documents.
  • Monitor and manage portfolio investments through board participation.
  • Assist portfolio companies with targeted value-add efforts, including working with KP leaders where there is interest from and benefit for KP.
  • Develop thought partnership with key KP clinical, operational, and IT leaders to gain insights into areas of need and to perform due diligence.
  • Develop and oversee investment theses, leveraging KP and external expertise, to proactively source deal flow and generate strategic insights.
  • Develop and present insights from investment work to KPV investment committee, KP executives and KPV Limited Partners.
Basic Qualifications:
  • Experience
    • Minimum of eight (8) years of related experience with a Bachelors degree; OR
    • Minimum of six (6) years and a Masters degree; OR
    • Minimum of four (4) years related experience with a PhD, or equivalent experience required.
    • Minimum of two (2) years of healthcare venture or private equity investment experience required.
    • Minimum of one (1) year of board of directors experience required.
  • Education
    • Bachelors degree in Business Administration, Accounting, Finance, Investments, or related field.
  • License, Certification, Registration
    • N/A
Additional Requirements:
  • Demonstrated ability to work and communicate effectively with executive/senior level professionals and all levels of management.
  • Strong existing network in the US healthcare entrepreneur and investor community.
  • Ability to analyze investment opportunities and make private company investment recommendations.
  • Excellent written/verbal presentation and listening skills, and the ability to present complex information in a clear and concise manner to a variety of audiences.
  • Ability to serve on boards of privately-held companies. strong executive presence.
  • Able to build trust and rapport quickly with founders, coinvestors, and other partners.
  • Ability to build strong business relationships and partnerships.
  • Demonstrated thought leadership, curiosity, and passion for healthcare innovation.
  • Highly motivated team player with superior leadership and project management skills.
  • Ability to work in a Labor/Management Partnership environment.
Preferred Qualifications:
  • Direct investment experience in health care services or health information technology companies is preferred.
  • Experience serving on boards of privately-held companies preferred.
  • Prior experience sourcing, analyzing, and executing venture-backed investments preferred.
  • MBA in finance and accounting, Investments, investor relations, or related field.


  • Oakland, California, United States Blue Shield of CA Full time

    Your RoleThe Business Architecture team, within the Enterprise Architecture organization, is responsible for developing strategies and multi-year integrated roadmaps that bridge our business portfolios and technology vision. The Enterprise Business Architect, Principal will report to the Sr. Director, Business Architecture and Innovation Product Strategy. In...


  • Oakland, California, United States Blue Shield of California Full time

    About the RoleThe Cloud Engineer, Sr. Principal will play a key role in shaping the technology strategy for Blue Shield of California. This individual will be responsible for driving the creation and maintenance of enterprise technology capabilities and technology patterns to enable our teams to move to the Cloud.Key ResponsibilitiesDrive the creation and...


  • Oakland, California, United States Blue Shield of California Full time

    About the RoleThe Developer and Employee Experience team at Blue Shield of California is responsible for creating and maintaining the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems.We are setting the path for how we'll migrate to the Cloud and ensure that we are guiding the movement to a more...


  • Oakland, California, United States PG&E Corporation Full time

    Requisition ID: Not specifiedJob Category: Information TechnologyJob Level: Manager/PrincipalBusiness Unit: Information TechnologyWork Type: HybridLocation: Not specifiedDepartment OverviewPG&E IT is a cohesive organization that integrates various departments working collaboratively to design, deliver, and manage high-quality technological solutions. The...


  • Oakland, California, United States PG&E Corporation Full time

    Requisition ID: Not SpecifiedJob Category: Information TechnologyJob Level: Manager/PrincipalBusiness Unit: Information TechnologyWork Type: HybridLocation: Not SpecifiedDepartment OverviewPG&E IT is a cohesive organization that integrates various departments to effectively plan, deliver, and manage high-quality technological solutions. The Grid and Control...


  • Oakland, California, United States PG&E Corporation Full time

    Requisition ID: Not specifiedJob Category: Information TechnologyJob Level: Manager/PrincipalBusiness Unit: Information TechnologyWork Type: HybridLocation: Not specifiedDepartment OverviewPG&E IT is a cohesive organization comprising various divisions that work collaboratively to design, deliver, and manage high-quality technological solutions. The Grid and...


  • Oakland, California, United States PG&E Corporation Full time

    Requisition ID: Not SpecifiedJob Category: Information TechnologyJob Level: Manager/PrincipalBusiness Unit: Information TechnologyWork Type: HybridLocation: Not SpecifiedDepartment OverviewPG&E IT is a cohesive organization comprised of various divisions that work collaboratively to design, deliver, and maintain high-quality technological solutions. The Grid...

  • Investment Principal

    3 months ago


    Oakland, United States Kaiser Permanente Full time

    Description: Job Summary:The Ventures Investment Principal will be responsible for all aspects of venture investments within an identified portfolis, including sourcing investment opportunities, performing due-diligence, recommending new investments and participating in company building and investment monitoring at the Board of Directors level. Performs...


  • Oakland, United States Blue Shield of CA Full time

    Your Role The Business Architecture team, within the Enterprise Architecture organization, is responsible for developing strategies and multi-year integrated roadmaps that bridge our business portfolios and technology vision. The Enterprise Business Architect, Principal will report to the Sr. Director, Business Architecture and Innovation Product Strategy....


  • Oakland, United States Pacific Gas and Electric Company Full time

    Position SummaryCET’s Strategy and Policy (S&P) team creates, tests, and advocates for evidence-based clean energy transportation solutions by spearheading pilot projects, policy frameworks, tailored customer offerings, and stakeholder engagement. Our team develops, iterates, and executes on PG&E’s strategy to connect 3 million electric vehicles (EV) to...


  • OAKLAND, United States PG&E Corporation Full time

    Requisition ID # 159918 Job Category: Project / Program Management Job Level: Manager/PrincipalBusiness Unit: Engineering, Planning & StrategyWork Type: HybridJob Location: Oakland  Department OverviewPG&E’s Transportation Services team is responsible for operating and managing one of the largest commercial fleets in the U.S. PG&E has pioneered...


  • OAKLAND, United States PG&E Corporation Full time

    Requisition ID # 159918 Job Category: Project / Program Management Job Level: Manager/PrincipalBusiness Unit: Engineering, Planning & StrategyWork Type: HybridJob Location: Oakland  Department OverviewPG&E’s Transportation Services team is responsible for operating and managing one of the largest commercial fleets in the U.S. PG&E has pioneered...


  • OAKLAND, United States PG&E Corporation Full time

    Requisition ID # 159760 Job Category: Business Operations / Strategy Job Level: Manager/PrincipalBusiness Unit: Engineering, Planning & StrategyWork Type: HybridJob Location: Oakland  Department OverviewThis position will reside within PG&E’s System Planning organization. System Planning is part of PG&E’s Engineering, Planning and Strategy...


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Block Full time

    Company DescriptionIt all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47...


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we'll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we'll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your RoleThe Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Blue Shield of California Full time

    Your RoleThe Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Oakland Unified School District Full time

    This posting is for candidates who would like to be considered for any and all Elementary School Assistant Principal eligibility pool openings at OUSD. This is not an advertisement of a current vacancy at OUSD but rather an opportunity to submit applications to be screened for anticipated vacancies. Please also apply to any site specific positions you may...


  • Oakland, CA, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we’ll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States Square Full time

    Job DescriptionJob DescriptionCompany DescriptionSince we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building...


  • Oakland, CA, United States Blue Shield of California Full time

    Your Role The Developer and Employee Experience team is responsible for creation of the standard and automation pipelines that enable our partnering IT teams to build, release, and manage their systems. We are setting the path for how we'll migrate to the Cloud and ensure that we are guiding the movement to a more modern DevOps operating model. The Sr....


  • Oakland, United States American Heart Association Full time

    Overview: As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your contribution matters, and so does your career. The American Heart...