Lead Investigation Engineer - Martinez, CA

Shell - Martinez Refinery, California

Job Description Back

Job ID 113340BR

The Lead Investigation Engineer is a critical position serving as the site focal point for the incident investigation process as well as the Learning From Incidents (LFI) process. This is a key role as it supports the Martinez site in learning from local as well as global incidents thereby supporting world class safety performance and improving business performance of the site.

At Martinez the incident investigation process collaborates with the USW and utilizes TOP methodology and other root cause analysis techniques. An important part of the Lead Investigation Engineer role is to collaborate with the USW TOP representative in managing the site Incident Investigation process.
The specific responsibilities of the Lead Investigation Engineer are:
  • Coaching & mentoring of sponsors, investigators & facilitators throughout all phases of the Incident Investigation process (Discovery, Learning, Action)
  • Facilitation of learning sessions & solution development efforts
  • Managing the skill pool of facilitators/investigators that are available and able to do the work & train new investigators on the site investigation methodology
  • Facilitation of investigations that need to meet specialized Regulatory requirements
  • Understanding the federal, state and county PSM regulations on incident investigation and making sure that these are followed
  • Maintain and improve the site incident investigation process to ensure it provides maximum benefit for the site
  • Maintain the library of incident investigation reports.
  • Maintain and improve the site process for evaluating LFIs, sharing learnings within their site, and assuring that applicable actions are taken to mitigate the risks identified by LFIs.
  • Support sponsor and investigation teams in rolling out learnings from site incidents to the appropriate people at Martinez using different methods such as bulletins, videos, and face to face sessions, etc.
  • Evaluate external events and determine how to communicate learnings to the site.
  • Perform health checks and process effectiveness reviews.
As time permits, the Lead Investigation Engineer will also be asked to contribute to other Process Safety Programs such as education on Process Safety Fundamentals & barrier thinking, training, Hazard Analysis, MOC & incident classification.


The Lead Investigation Engineer will report to the Technical Safety Supervisor and will be an integral member of the Safety Department.
This role will work with all levels of the Site Organization so will need to be able to influence Top Management through line personnel. The site Lead Investigation Engineer must be capable of effectively communicating in various written and verbal forums to support learning across the site. The role must also have strong organizational ability and ability to translate regulations into working, fit for purpose programs.
This role provides mentoring to the line organization and staff on incident investigation and learning from incidents, and occasionally on risk analysis, barrier thinking and PSM standards and requirements.

By execution of these accountabilities it is expected that the successful candidate will contribute to bringing world class process safety performance to the Martinez refinery.

Required Qualifications

  • Must have legal authorization to work in the US on a full-time basis for anyone other than current employer.
  • Bachelor of Science in Engineering preferred or other applicable scientific degree with applicable experience.
  • Minimum of five (5) years of industrial experience preferably in refineries or other complex continuous process industries
  • Formal training in root cause analysis techniques is highly desirable.
  • Strong root cause analysis skills and experience in facilitation of investigations are a requirement.
  • Additional experience in process safety, such as Process Hazard Analysis (PHA), Layers of Protection Analysis (LOPA), and Management of Change (MOC) is desired. Ability to develop this experience in the role would also be considered.
  • Ability to establish rapport with a team and focus them to conduct efficient and thorough investigations.
  • Credibility across entire organization.
  • Able to influence change and to promote safety programs
  • Ability to interpret Regulations and Programs and help develop fit for purpose solutions to meet requirements.
  • Effective communication and influencing of site leadership to address safety weaknesses even when unpopular

Preferred Qualifications


Company Description

Shell is a global group of energy and petrochemical companies with about 84,000 employees across more than 70 countries. We aim to meet the world’s growing need for more and cleaner energy solutions in ways that are economically, environmentally and socially responsible. We have expertise in exploration, production, refining and marketing of oil and natural gas, and the manufacturing and marketing of chemicals.

As a global energy company operating in a challenging world, we set high standards of performance and ethical behaviors. We are judged by how we act and how we live up to our core values of honesty, integrity and respect for people. Our Business Principles are based on these. They promote trust, openness, teamwork and professionalism, as well as pride in what we do and how we conduct business.

Building on our core values, we aspire to sustain a diverse and inclusive culture where everyone feels respected and valued, from our employees to our customers and partners. A diverse workforce and an inclusive work environment are vital to our success, leading to greater innovation and better energy solutions.

Additional Information

  • Job ID
  • Post Date
    Aug 6, 2019
  • Employee Type
  • Relocation Eligible
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