Principal Capital Markets Manager, Portfolio Management

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 Turbo Tax, Credit Karma, Quick Books, 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 Quick Books 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 Quick Books Capital.

• 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.

• 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. 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,
• New York: 207,