Intuit Principal Capital Markets Manager Portfolio Management 

United States, New York 

156606422

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.

• 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