Intuit · 3 weeks ago
Principal Capital Markets Manager, Portfolio Management
San Francisco, CA
Contract
Hybrid
Lead/Staff
$204K/yr - $276K/yr
10+ years expIntuit is a global financial technology platform that powers prosperity for its customers. The Principal Capital Markets Manager will lead the development of funding strategies and manage relationships with bank partners to drive the growth of loan products.
AccountingFinancial ServicesFinTechPaaSSoftware
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
Qualification
Required
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
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
Preferred
Experience using SQL is a plus
Benefits
Cash bonus
Equity rewards
Benefits
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2026-01-09
Small Business Trends
2026-01-03
2026-01-02
Company data provided by crunchbase