Project Manager - Real Estate Finance & Fund Operations

AlphaX•Fresno, CA

About The Position

The Project Manager will drive complex initiatives across real estate lending, finance, compliance, and investment fund operations. The role owns project delivery from defining objectives and managing budgets through coordinating cross-functional teams, mitigating risks, and reporting outcomes to executive leadership. Candidates must have direct project management experience in financial services, real estate, or fund management, including independent accountability for complex project delivery.

Requirements

At least 3 years of direct project management experience in finance, real estate, financial services, or investment fund management.
Experience delivering initiatives involving lending processes, financial reporting, regulatory compliance, or investor operations.
Proven ownership of project scope, budgets, vendor management, risk tracking, timelines, and executive communications from initiation through launch.
Background managing projects in regulated financial services or other compliance-driven environments.
Strong understanding of project governance, planning, 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 prioritize competing demands, resolve complex issues, and deliver measurable results.
Must have independently managed complex projects and been accountable for delivery outcomes; administrative support, scheduling, or project coordination experience alone is insufficient.

Responsibilities

Lead projects across lending operations, financial reporting, compliance, and investor services from initial planning through implementation and launch.
Establish project objectives, scope, timelines, budgets, deliverables, resource needs, and success measures.
Manage project plans, dependencies, vendor commitments, milestones, and outstanding deliverables across multiple workstreams.
Partner with lending, finance, compliance, reporting, and investor operations teams to align priorities and keep initiatives on track.
Identify operational risks, regulatory or compliance concerns, resource constraints, and potential delivery delays; develop and implement mitigation plans.
Oversee project records, reporting workflows, implementation requirements, and operational handoffs.
Monitor budgets, timelines, project performance, and key decisions, 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.
Drive issue resolution and ensure projects achieve defined business outcomes within agreed timelines and budgets.