Intuit
Principal Capital Markets Manager, Portfolio Management
Intuit, San Francisco, California, United States, 94199
Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. The QuickBooks Capital (QBC) team is on a mission to transform small business lending. We are seeking an exceptional leader to join our fast-evolving Capital Markets team, shaping the future of our capital structure, strengthening relationships with bank partners, and designing systems that support our growth. This role is based in an Intuit office in New York, NY; San Francisco, CA; or Mountain View, CA with a hybrid schedule requiring in-office presence 3 days a week. The position reports to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital. What you’ll bring
10+ years experience in lending capital markets, preferably from a bank, specialty finance lender or an asset management firm. Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures. Advanced proficiency in building liquidity forecasting models, optimizing funding costs, and aligning cash needs with sourcing strategies. Experience using SQL is a plus. Self-starter and able to work with minimal guidance, with demonstrated ability to work in a fast-paced and dynamic environment. Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision Ability to work cross functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish How you will lead
Lead the development and execution of strategies to determine the ideal funding mix for the business, ensuring optimal allocation across structures to meet the company's risk-return objectives and drive long-term success. Spearhead development of models and tools to forecast funding needs and proactively engage investors or amend agreements. Manage contract negotiations with originating bank partners for all lending products. Drive leadership alignment on funding initiatives and balance sheet management framework. Oversee the production of robust and transparent investor reports; review loan, credit, and performance data to ensure alignment with investor expectations. Drive in-depth cash flow analysis to ensure loan performance meets internal risk standards and investor expectations. Partner with cross-functional teams (including Credit Risk, Legal, Servicing, Platform, Finance, and Treasury) to implement capital strategies and develop operational systems that support funding structures. Develop automated dashboards and monitoring for current and future financing structures to track performance and get in front of any potential covenant issues. Monitor the regulatory landscape to identify potential impacts and ensure compliance across funding strategies.
#J-18808-Ljbffr
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. The QuickBooks Capital (QBC) team is on a mission to transform small business lending. We are seeking an exceptional leader to join our fast-evolving Capital Markets team, shaping the future of our capital structure, strengthening relationships with bank partners, and designing systems that support our growth. This role is based in an Intuit office in New York, NY; San Francisco, CA; or Mountain View, CA with a hybrid schedule requiring in-office presence 3 days a week. The position reports to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital. What you’ll bring
10+ years experience in lending capital markets, preferably from a bank, specialty finance lender or an asset management firm. Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures. Advanced proficiency in building liquidity forecasting models, optimizing funding costs, and aligning cash needs with sourcing strategies. Experience using SQL is a plus. Self-starter and able to work with minimal guidance, with demonstrated ability to work in a fast-paced and dynamic environment. Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision Ability to work cross functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish How you will lead
Lead the development and execution of strategies to determine the ideal funding mix for the business, ensuring optimal allocation across structures to meet the company's risk-return objectives and drive long-term success. Spearhead development of models and tools to forecast funding needs and proactively engage investors or amend agreements. Manage contract negotiations with originating bank partners for all lending products. Drive leadership alignment on funding initiatives and balance sheet management framework. Oversee the production of robust and transparent investor reports; review loan, credit, and performance data to ensure alignment with investor expectations. Drive in-depth cash flow analysis to ensure loan performance meets internal risk standards and investor expectations. Partner with cross-functional teams (including Credit Risk, Legal, Servicing, Platform, Finance, and Treasury) to implement capital strategies and develop operational systems that support funding structures. Develop automated dashboards and monitoring for current and future financing structures to track performance and get in front of any potential covenant issues. Monitor the regulatory landscape to identify potential impacts and ensure compliance across funding strategies.
#J-18808-Ljbffr