Project Manager - Real Estate Finance & Fund Operations

AlphaX•Fresno, CA

About The Position

The Project Manager leads initiatives across real estate lending, finance, compliance, and investment fund operations. The role owns projects from planning through implementation and launch, managing scope, budgets, risks, timelines, vendors, deliverables, and cross-functional teams. The successful candidate independently manages complex projects and is 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 ownership of 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.
Must have independently managed complex projects and been accountable for delivery outcomes; administrative support, scheduling, or project coordination experience alone does not qualify.

Responsibilities

Lead projects across lending operations, financial reporting, compliance, and investor services from planning through implementation and launch.
Define project scope, objectives, timelines, budgets, deliverables, resource requirements, and success metrics.
Manage project plans, dependencies, vendor commitments, milestones, and deliverables across multiple workstreams.
Coordinate with lending, finance, compliance, reporting, and investor operations teams to align priorities and maintain progress.
Identify operational risks, compliance concerns, resource constraints, and potential delays; 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 and ensure initiatives achieve defined business objectives within agreed timelines and budgets.