Investment Principal (1825)

Reposted 18 Days Ago
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Palo Alto, CA, USA
In-Office
136K-270K Annually
Senior level
Energy • Chemical
The Role
The Investment Principal manages venture capital investments, focusing on sourcing, evaluation, due diligence, deal execution, and portfolio management while building relationships in the VC ecosystem.
Summary Generated by Built In

OVERVIEW:

Manages and oversees all aspects of individual venture capital investments including sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting, and exits of deals, with guidance from senior staff. Contributes to portfolio company governance, strategy and performance. 

SCOPE:

Identifies and executes opportunities within the defined region in conjunction with the global AVMCC P7 team.  Focus is on start-ups in high-growth sectors such as consumer, internet, e-commerce, social media, enterprise software, healthcare, fintech, and deeptech.

PRINCIPAL DUTIES:

  • Market Research
    • Networks and builds relationships with leading investors and entrepreneurs in the US venture capital ecosystem.
    • Sources deal flow through conferences, trade press, desk research and professional network.
    • Assesses opportunities rapidly and rigorously to ensure high quality investment decision-making.
    • Identifies and secures attractive funds and ventures for investment.
    • Develops an “informed perspective” and in-house research reports of assigned sectors.  
  • Due Diligence
    • Leads due diligence processes to validate investment theses and identify potential risk factors, including assess market opportunities, strategies, product, customers, competitors, team, technology and IP, supply chains, legal risks, company governance, etc.
    • Validates deals through financial modeling and other reports conducted my junior staff.
  • Deal Execution
    • Recommends stage-gating decisions for new investments and present opportunities to management.
    • Leads negotiations with venture capital fund managers, negotiates limited partnership agreements for fund investments in association with counsel.
    • Leads negotiations with entrepreneurs and investors and develops term sheets and final transaction documents for direct investments in association with counsel.
    • Develops investment memoranda for presentation to Investment Committee.
    • Ensures effective closing processes.
  • Portfolio and Team Management
    • Manages relationships with fund managers, entrepreneurial management teams, boards and co-investors, to provide value-add to investees and ensure robust governance practices are in place.
    • Participates on venture company Boards or in observer positions.
    • Makes and presents recommendations for participation in follow-on capital raises.
    • Provides inputs to periodic reporting on fund and direct venture capital investment performance.
    • Manages and builds brand and relationships with other VC firms, startups, founders, and other members of the venture capital ecosystem.
    • Manages and develops junior-level analyst and associate staff members.
    • Ensures transaction documents are on file and maintained. 
    • Performs other related duties as assigned.

MINIMUM REQUIREMENTS:

  • Bachelor's degree in Business/Finance disciplines from a leading university.  MBA from a top business school or CFA is preferred.  Understanding of ethics as it relates to investment and corporate governance.
  • Ability to:
    • build a portfolio of investments meeting P7 financial and strategic objectives.  
    • lead opportunity assessment and due diligence processes.
    • rapidly and skillfully assimilate the commercial potential of new technologies and identify opportunities and risks, assess investment opportunities, and manage negotiations.
    • apply core concepts in competitive and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due diligence, start-up management, and governance. 
    • display verbal and written communication skills, clearly articulate and both support and challenge ideas and recommendations. 
    • utilize relationship skills and proactively engage with peers and start-up company management to resolve issues.
    • effectively build and maintain relationships across cultures and geographies.
  • Proficient with business software applications.
  • Typically, at least 8 to 10 years of experience combining venture capital, corporate venture capital, corporate development, consulting, investment banking, private equity, start-up leadership or related fields, including significant experience at a top-tier venture capital firm or major corporation venture capital group.
  • Board experience and a demonstrated track record in venture capital investing.
  • Experience in selecting, executing and managing Limited Partnership (i.e. fund) investments.
  • US-related industry or venture investment experience.
  • International experience or ability to work across international cultures is desirable.
  • Must be able to comprehend and communicate accurately, clearly and concisely in English.

The anticipated base salary range for this position is $136,000 - $270,000. Final base salary for this role is based on several factors, including the individual’s geographic location, experience level, skill set, training, licenses and/or certifications.

NO THIRD-PARTY CANDIDATES ACCEPTED

Skills Required

  • Bachelor's degree in Business/Finance
  • MBA from a top business school or CFA preferred
  • 8 to 10 years of experience in venture capital or related fields
  • Board experience in venture capital investing
  • Proficiency with business software applications
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The Company
Houston, TX
113,943 Employees

What We Do

We’re a leading producer of the energy and chemicals that drive global commerce and enhance the daily lives of people around the globe by continuing delivering an uninterrupted supply of energy to the world. Our resilience and agility has built one of the world’s largest integrated energy and chemicals companies. And we are part of the global effort toward building a low carbon economy. Our horizon has never been clearer.

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