Intuit
Principal Capital Markets Manager, Portfolio Management
Intuit, Mountain View, California, us, 94039
Principal Capital Markets Manager, Portfolio Management
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Principal Capital Markets Manager, Portfolio Management
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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 come 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 is a high-impact role for an innovative trailblazer who will shape the future of our capital structure, forge and strengthen relationships with bank partners, and design cutting-edge systems and frameworks that fuel our ambitious growth and redefine what’s possible in the industry. The role has high visibility in the organization and can influence the strategic execution of large transactions for the business. 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. This position will report 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 address 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 clearly present conclusions and reasons for decisions. Ability to work cross-functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. The expected base pay range is provided for compensation transparency where applicable: Bay Area California: 204,500 - 276,500; New York: 207,500 - 281,000. Seniority level
Mid-Senior level Employment type
Contract Job function
Sales and Business Development Industries
Software Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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 come 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 is a high-impact role for an innovative trailblazer who will shape the future of our capital structure, forge and strengthen relationships with bank partners, and design cutting-edge systems and frameworks that fuel our ambitious growth and redefine what’s possible in the industry. The role has high visibility in the organization and can influence the strategic execution of large transactions for the business. 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. This position will report 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 address 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 clearly present conclusions and reasons for decisions. Ability to work cross-functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. The expected base pay range is provided for compensation transparency where applicable: Bay Area California: 204,500 - 276,500; New York: 207,500 - 281,000. Seniority level
Mid-Senior level Employment type
Contract Job function
Sales and Business Development Industries
Software Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr