Intuit
Principal Capital Markets Manager, Portfolio Management
Intuit, San Francisco, California, United States, 94199
Principal Capital Markets Manager, Portfolio Management
Join to apply for the
Principal Capital Markets Manager, Portfolio Management
role at
Intuit .
Overview Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
The QuickBooks Capital (QBC) team is on a mission to transform small business (“SMB”) lending. If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast‑paced and fun environment, we invite you to join our team.
We’re looking for an exceptional and visionary leader to join our fast‑evolving Capital Markets team, where they’ll be at the forefront of driving funding strategy and scaling our loan products to new heights. This high‑impact role will shape our capital structure, forge relationships with bank partners, and design cutting‑edge systems and frameworks that fuel our ambitious growth.
This role will be based out of an Intuit office located in New York, NY; San Francisco, CA or Mountain View, CA and follows a hybrid schedule with in‑office presence required 3 days a week. The position reports to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital.
Responsibilities
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.
Qualifications
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.
Compensation and Benefits Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position is eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay is based on factors such as job‑related knowledge, skills, experience and work location.
Expected base pay range: Bay Area (California): $204,500 – $276,500 New York: $207,500 – $281,000
Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing fair pay for employees.
#J-18808-Ljbffr
Principal Capital Markets Manager, Portfolio Management
role at
Intuit .
Overview Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
The QuickBooks Capital (QBC) team is on a mission to transform small business (“SMB”) lending. If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast‑paced and fun environment, we invite you to join our team.
We’re looking for an exceptional and visionary leader to join our fast‑evolving Capital Markets team, where they’ll be at the forefront of driving funding strategy and scaling our loan products to new heights. This high‑impact role will shape our capital structure, forge relationships with bank partners, and design cutting‑edge systems and frameworks that fuel our ambitious growth.
This role will be based out of an Intuit office located in New York, NY; San Francisco, CA or Mountain View, CA and follows a hybrid schedule with in‑office presence required 3 days a week. The position reports to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital.
Responsibilities
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.
Qualifications
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.
Compensation and Benefits Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position is eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay is based on factors such as job‑related knowledge, skills, experience and work location.
Expected base pay range: Bay Area (California): $204,500 – $276,500 New York: $207,500 – $281,000
Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing fair pay for employees.
#J-18808-Ljbffr