Principal Capital Markets Manager, Portfolio Management

Intuit • San Francisco, CA • 8h ago

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 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

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 (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuit.com/careers/benefits/full-time-employees/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:

Bay Area California: 204,500 - 276,500

New York: 207,500 - 281,000.

What you'll bring

How you will lead

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

Intuit

Go to Apply

Share this job

Similar Jobs

Operations Manager

Genentech • South San Francisco, CA • 2h ago

Management & Administrative

The Position Who we are: Public Affairs & Access (PAA) is a multi-disciplinary organization that includes Corporate Communications; Policy, Evidence & Access Strategy; Channel & Contract Management; External...

2h ago

Go to Apply

Strategy and Operations Manager, YouTube Marketing

Google • San Bruno, CA • 2h ago

Management & Administrative

Strategy and Operations Manager, YouTube Marketing corporatefare_ YouTube place New York, NY, USA; San Bruno, CA, USA; +3 more; +2 more Mid Experience driving progress, solving problems, and mentoring more junior team me...

2h ago

Go to Apply

Manager 3, Brand Marketing

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview Are you a strategic marketer who lives and breathes all things ABM? Do you get excited about turning complex data into compelling stories that drive real business growth? We're looking for a Brand Marketing Mana...

8h ago

Go to Apply

Principal Product Marketing Manager

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview Intuit's Global Business Solutions Group (GBSG) is dedicated to delivering a portfolio of solutions that improve the small businesses' success in the U.S. by addressing their top needs, ranging from invoicing to...

8h ago

Go to Apply

Principal Product Marketing Manager

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview Come join Intuit's Global Business Solutions Group (GBSG) as a Principal Product Marketer on the newly formed Customer Growth Strategy team. In this strategic role, you'll lead efforts to drive growth across our...

8h ago

Go to Apply

Web Marketing Manager, Reality Labs

Meta • San Francisco, CA • 8h ago

Management & Administrative

Summary: The Reality Labs (RL) group brings together industry-leading experts to develop and ship groundbreaking products at the intersection of hardware, software and content. We are building the tools and experiences t...

8h ago

Go to Apply

Senior Marketing Manager, AI and Personalization

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview Intuit is a mission-driven, global financial technology platform that gives everyone the opportunity to prosper. We do this by using technology to solve our customers' most important problems. We serve customers...

8h ago

Go to Apply

Staff Lifecycle Marketing Manager

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview At Intuit, our mission is powering prosperity around the world. We build intuitive web, mobile, and cloud solutions that generate more money, more time, and more confidence for 46+ million people. Leveraging big...

8h ago

Go to Apply

Manager 2, Product Marketing

Intuit • San Francisco, CA • 8h ago

Management & Administrative

Overview Getting paid faster is one of small business owners' most critical problems. Cash flow challenges are cited as a cause for 82% of small business failures. This remains an unsolved problem despite rapid innovatio...

8h ago

Go to Apply

Management Trainee - Non Exempt-DIV

Consolidated Electrical Distributors • San Carlos, CA • 8h ago

Management & Administrative

Summary Job title: Management Trainee - Non Exempt-DIV Job ID: null Department: San Carlos - CED Location: null-null Description Summary: CED's Management Training program is tailored to sales-minded candidates seeking m...

8h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.