Principal, Strategic Investments

Overview

Principal, Strategic Investments

Our team members advance our mission and exemplify excellence, compassion, teamwork, and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our Treasury Investments team in the role of Principal, Strategic Investments

We are seeking a highly strategic, commercially minded leader to identify, evaluate, and activate investment and partnership opportunities that advance IU Health's clinical, operational, and long-term positioning. This role sits at the intersection of healthcare delivery, external innovation, and capital deployment, translating emerging opportunities into practical, system-level impact.

This is a high-visibility, system-level role that partners closely with clinical, operational, and executive leadership to ensure investment decisions align with IU Health's strategic priorities and deliver measurable outcomes.

Key Relationships

Reports to: Chief Investment Officer

Direct reports: None

Shift: Full - Time, hybrid schedule

Location: Indianapolis, IN

The Scope:

This role supports IU Health's strategic investment and enterprise innovation efforts, including:

• Evaluating venture capital opportunities, partnerships, and external technologies for system-level impact

• Translating emerging innovations into actionable pilots, partnerships, or scalable initiatives

• Interfacing with internal executives, clinical leaders, early-stage founders, and investment firms

• Conducting disciplined investment analysis, deal structuring, and strategic prioritization

• Aligning opportunities with clinical workflows, operational needs, and system-level priorities

• Managing a portfolio of opportunities and determining where IU Health should engage or decline

The Principal, Strategic Investments, acts as a key strategic partner, helping IU Health focus on high-value opportunities with a clear and actionable path to impact. This role combines investment rigor with healthcare system execution, working closely with clinical, operational, and executive leaders to translate complex ideas into measurable outcomes, successful pilots, and scalable solutions that improve patient outcomes and system performance.

Candidate Qualifications

Candidates for this position will be evaluated according to the following criteria and competencies.

• Bachelor's Degree is required. Master's Degree is preferred.

• Requires 7-10 years of relevant experience.

• Requires experience in investment, corporate development, strategy, innovation, or operating roles within healthcare or adjacent sectors.

• Requires demonstrated experience evaluating complex opportunities, including investment, partnership, or strategic initiatives, with the ability to form clear recommendations under uncertainty.

• Requires a strong understanding of healthcare delivery systems, including clinical, operational, and financial dynamics, or a demonstrated ability to rapidly develop domain expertise.

• Must be a visionary leader who knows how to effectively drive change in a complex environment.

• Requires strong stakeholder management skills, with experience working across executive, clinical, and operational leadership.

• Requires demonstrated ability to prioritize across competing opportunities with disciplined decision-making and resource allocation.

• Requires the ability to operate with a high degree of independence, judgment, and accountability.

• Experience structuring and assessing equity investments, co-investments, or strategic partnerships is preferred.

• CFA, CAIA, or equivalent experience is a plus but not required.

The "DNA" for Success

• Commercially Disciplined: You bring a strong investment mindset and can objectively evaluate opportunities, knowing when to say "no."

• Strategic Thinker: You connect innovation to real-world clinical and operational impact.

• High EQ Leader: You navigate complex stakeholders, internal dynamics, and system politics with confidence and professionalism.

• Relationship Builder: You build credibility with executives, clinicians, and external partners alike.

• Independent & Accountable: You operate with autonomy and take ownership of outcomes in a newly forming function.

• Action-Oriented: You move from ideas to execution, focusing on real impact; not just strategy.

• Curious & Analytical: You are intellectually curious and motivated to explore emerging technologies and opportunities.

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana's largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one of the nation's healthiest states.

IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The system's programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana.

Indiana University Health is dedicated to a fair hiring process and is committed to equal opportunity and nondiscrimination for all individuals, regardless of age, color, disability, ethnicity, marital status, national origin, race, religion, gender identity, expression, sexual orientation, or veteran status.