Job Summary:

This technical/functional leader role is primarily responsible for coordinating the sourcing, evaluation, due diligence, and monitoring of new investment managers and opportunities across multiple asset classes and analyzing and developing analytical models, reports, documents, and financial, economic, and market data to support investment-related evaluations, decisions, analyses, and research. This role analyzes manager reports, portfolio performance, attribution, exposures, and risk metrics, develops and enhances portfolio analytics and reporting capabilities, identifies and addresses portfolio imbalances, inefficiencies, and risks to improve portfolio structure, and implements improvements to existing processes to optimize investment workflows and risk management. This position is also responsible for monitoring diligence checklists and timelines, collaborating with the operations group to manage cash flows, incorporating third party software services and data into the process, and driving compliance with regulatory, statutory, and legal controls. This role engages in asset allocation discussions and portfolio construction, leads special research projects, stays current on new investment products, strategies, managers, and opportunities, actively engages in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings, represents the organization at industry conferences and networking events, and develops and maintains relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities.

Essential Responsibilities:

• Promotes learning in others by communicating information and providing advice to drive projects forward; builds relationships with cross-functional stakeholders. Listens, responds to, seeks, and addresses performance feedback; provides actionable feedback to others, including upward feedback to leadership and mentors junior team members. Practices self-leadership; creates and executes plans to capitalize on strengths and improve opportunity areas; influences team members within assigned team or unit. Adapts to competing demands and new responsibilities; adapts to and learns from change, challenges, and feedback. Models team collaboration within and across teams.
• Conducts or oversees business-specific projects by applying deep expertise in subject area; promotes adherence to all procedures and policies. Partners internally and externally to make effective business decisions; determines and carries out processes and methodologies; solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Develops work plans to meet business priorities and deadlines; coordinates and delegates resources to accomplish organizational goals. Recognizes and capitalizes on improvement opportunities; evaluates recommendations made; influences the completion of project tasks by others.
• Leads comprehensive investment research and analysis by coordinating the sourcing, evaluation, due diligence, and monitoring of new investment managers and opportunities across multiple asset classes; developing analytical models and reports to evaluate investment performance, risks, and exposures; analyzing financial, economic, and market data to support investment decisions; reviewing comprehensive analyses of investment strategies, processes, track records, risk factors, and organizational structures; conducting quantitative and qualitative research on existing and prospective investment managers/funds to maintain the investment pipeline and manager database; developing and presenting investment recommendations, proposals, and investment memoranda; conducting reference checks and in-depth interviews with investment managers; and proactively monitoring the performance of existing managers and their underlying portfolio positions to identify concerns or opportunities as part of the continual manager re-underwriting process.
• Evaluates managers and portfolios on a continuous basis by analyzing manager reports, portfolio performance, attribution, exposures, and risk metrics; preparing and presenting comprehensive portfolio reviews and investment recommendations; creating high-quality materials for Investment Committee presentations and reporting; developing and enhancing portfolio analytics and reporting capabilities; monitoring portfolio compliance with investment policies and guidelines; identifying and addressing portfolio imbalances, inefficiencies, and risks to improve portfolio structure; implementing improvements to existing processes to optimize investment workflows and risk management; monitoring GP communications; engaging in update calls and annual meetings; preparing meeting briefs and follow-up notes; and resolving any internal or external reporting issues.
• Drives process management by monitoring diligence checklists; facilitating and collaborating across internal teams (e.g., legal, accounting, and operations); maintaining diligence timelines; updating data files and organizing project documents related to due diligence and monitoring; assisting with fund documentation review and investment execution; collaborating with the operations group to manage cash flows including capital calls and distributions; incorporating third party software services and data into the process; and ensuring accuracy.
• Drives compliance with regulatory, statutory, and legal controls by developing and coordinating policies and procedures to achieve compliance and control objectives (e.g., investment guidelines, financial commitments, etc.); understanding requirements of internal and external investment review process; organizing and maintaining project documents; and ensuring and verifying the accuracy of CRM entries.
• Leads strategic portfolio management by engaging in asset allocation discussions and portfolio construction; leading special research projects on market trends, investment strategies, and asset classes; staying current on new investment products, strategies, managers, and opportunities; preparing summary decks and analyses for team discussions; creating high quality materials for Investment Committee presentations and reporting; and developing and enhancing portfolio analytics and reporting capabilities.
• Develops an investment team by mentoring junior analysts to support professional development; providing guidance on projects and analyses; collaborating with leadership to refine investment strategies; actively engaging in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings; representing the organization at industry conferences and networking events; developing and maintaining relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities; and implementing process improvements and best practices.

Minimum Qualifications:

• Bachelors degree in Finance, Economics, Business, Applied Mathematics, or related field AND minimum seven (7) years of experience in investment, consulting, banking, or a directly related field.
• Minimum three (3) years of leadership experience with or without direct reports.
• Minimum three (3) years of experience working across one or more of the following areas: multiple asset classes, portfolio construction, investment strategy development, or risk management.
• Minimum three (3) years of experience in an institutional investment role with responsibilities for manager selection and monitoring.
• Minimum three (3) years of experience with successful investment decisions through complete market cycles and developing recommendations.
• Minimum five (5) years experience working with financial modeling, analysis, and reporting.

Additional Requirements:

Preferred Qualifications:

• Master's degree in Business, Finance or related field.
• PhD in Business, Finance or related field.

Primary Location: California,Pleasanton,Pleasanton Tech Cntr Building A
Scheduled Weekly Hours: 40
Shift: Day
Workdays: Mon, Tue, Wed, Thu, Fri
Working Hours Start: 08:00 AM
Working Hours End: 05:00 PM
Job Schedule: Full-time
Job Type: Standard
Worker Location: Onsite
Employee Status: Regular
Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee
Job Level: Individual Contributor
Department: Po/Ho Corp - PO FIN-Treasurer - 0308
Pay Range: $178200 - $230560 / year Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate's years of relevant work experience, education, certifications, skills, and geographic location.
Travel: Yes, 25 % of the Time
On-site: Work location is on-site (KP designated office, medical office building or hospital). Worker location must align with Kaiser Permanente's Authorized States policy.