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Job Details
2024-55727 -

Capital Markets Manager

Location(s): New York, New York
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Company 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.

Job Overview

The QuickBooks Capital (QBC) team is on a mission to transform small business (“SMB”) lending.  Imagine a world where QuickBooks customers can access funding in hours whenever they need it.  And then, imagine a world where we help SMBs make the right decision about when to take funding, how much to take, and what type.  We’re working to make this a reality. QuickBooks Capital is continuously innovating for our customers and adding lending solutions that best suit their needs. We are helping our small businesses access the capital using technology and data to simplify the process.

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 are looking for a Capital Markets Manager to help us drive our funding strategy and long-term scalability.  We are focused on accelerating our growth and scaling the business and this role is critical to our success.  There is a tremendous amount of innovation ahead to achieve this scale with institutional partners, capital providers and banks.

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 San Francisco, CA; Mountain View, CA; New York, NY; with a remote option as well.  This position will report to the Group Manager, Capital Markets for QuickBooks Capital. 

Qualifications

  • 5+ years experience in lending/capital markets, preferably from a FinTech company, specialty finance lender, asset management firm or bank
  • Experience with asset backed credit facilities, whole loan sales and securitizations
  • Familiarity with investor reporting on performance and covenants
  • Experience with R, Python, Matlab, Tableau a plus
  • Ability to work in a fast paced and quickly changing environment
  • Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
  • Excellent motivational abilities, willingness to teach and coach, and ability to learn quickly
  • Ability to work cross functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish

Domain Knowledge

  • Good understanding of the end to end operations of a lending business from targeting through to collections. Understanding of the risks we take with a special emphasis on the liability side of the balance sheet. Broad understanding of funding structures for specialty finance companies and the nuance of the operational details of implementing and automating operations.

Be Decisive

  • Have a point of view based on data, experience, and instincts. Make the call and own the outcome. Speed matters, because the greatest risk is standing still.

Problem Solver

  • Anticipate problems and solve them before they impact teams. Actively unblock teams and teach teams how to unblock themselves. Get things done in a large org. Leverage relationships, creativity, etc. Build cross functional and cross segment relationships; ability to get things done. Data driven and metrics driven. Troubleshoots data infrastructure and data pipeline.

Values

Be Passionate

  • Embody the mission to power prosperity
  • Inspire the team around our mission
  • Relentless drive to solve our customer’s problems

Be Bold

  • Make bold decisions

Win Together

  • Deliver exceptional results so others can count on you
  • Develop yourself and others to do the best work of our lives
  • Be boundaryless in our thinking and actions

Responsibilities

  • Strategic planning, development, and execution of capital markets structures including warehouse facilities, forward flow programs and securitizations
  • Structuring, diligence and contract negotiations with existing and new partners
  • Develop and maintain relationships with external partners - investors, leverage providers and third party agents
  • Build forecasting models and tools to assist with liquidity management and drive capital markets intelligence and efficiencies
  • Work closely with product and data teams to make investor and capital markets reporting more efficient and automated
  • Partner with Treasury, Finance, Investor Relations and Strategy teams to maintain a framework for balance sheet management across lending products
  • Develop automated dashboards and monitoring for current and future financing structures to track performance and get in front of any potential covenant issues
  • Advise key stakeholders on market color and investor sentiment for strategic decision making

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is New York $169000 - $228500, Colorado $142000 - $192000, Bay Area California $169500 - 229500, Southern California $157000 - 212000, Washington $149000 - $202000, Washington D.C. $142000 - $192000. 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). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
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"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
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Conrad Intuit employee
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
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Joylyn Intuit employee
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Conrad Intuit employee
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
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Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Emily at work
Emily Intuit employee
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Photo of Natalie
Natalie Intuit employee
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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Heather Intuit employee
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Alexandria at work
Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
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Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
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Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
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Chelsia Intuit employee
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
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Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

Hear from our employees

Conrad De Peuter

Senior Data Scientist - Machine Learning Futures Group

Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.

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