Project Manager - Real Estate Finance & Fund Operations

AlphaX•Fresno, CA

About The Position

We are seeking an experienced Project Manager to lead initiatives across real estate lending, finance, compliance, and investment fund operations. The role owns projects from initial planning through implementation and launch, including scope, budgets, risks, timelines, deliverables, and cross-functional teams. The Project Manager is expected to improve operational processes and deliver measurable business results in a compliance-driven environment. Candidates must have independently managed complex projects and been accountable for delivery outcomes; administrative support, scheduling, or project coordination alone does not qualify.

Requirements

At least 3 years of direct project management experience in finance, real estate, financial services, or investment fund management.
Experience managing initiatives involving lending processes, financial reporting, regulatory compliance, or investor operations.
Proven ability to own project scope, budgets, vendor management, risk tracking, timelines, and executive communications from initiation through launch.
Experience working in regulated financial services or other compliance-driven environments.
Strong understanding of project planning, governance, milestone management, risk mitigation, and cross-functional delivery.
Proficiency in Microsoft Excel, project management tools, and reporting platforms.
Excellent analytical, organizational, communication, and stakeholder management skills.
Ability to manage competing priorities, resolve complex issues, and deliver measurable results.
Independently managed complex projects and been accountable for delivery outcomes; experience limited to administrative support, scheduling, or project coordination does not qualify.

Responsibilities

Lead projects across lending operations, financial reporting, compliance, and investor services from initial planning through implementation and launch.
Define project scope, objectives, timelines, budgets, deliverables, resource requirements, and success metrics.
Develop and maintain project plans; manage dependencies and vendor commitments; track milestones; and oversee deliverables across multiple workstreams.
Coordinate with lending, finance, compliance, reporting, and investor operations teams to align priorities and maintain project progress.
Identify operational risks, compliance concerns, resource constraints, and potential delays, and develop and implement mitigation plans.
Oversee project documentation, reporting workflows, implementation requirements, and operational handoffs.
Monitor budgets, timelines, project performance, and key decisions while providing regular updates to executive stakeholders.
Maintain project governance, track risks and action items, and ensure accountability for deliverables.
Evaluate existing processes, identify inefficiencies, and implement improvements to strengthen controls, reporting accuracy, and operational performance.
Resolve project issues, remove obstacles, and ensure initiatives meet defined business objectives within agreed timelines and budgets.