Project Manager - Real Estate Finance & Fund Operations

Project Manager - Real Estate Finance & Fund Operations

AlphaX · Fresno, United States · — · Posted 2026-10-20

Workplace: on_site

Description

We’re seeking a Project Manager to drive complex initiatives across real estate lending, finance, compliance, and investment fund operations. This role requires hands-on ownership of project delivery, from defining objectives and managing budgets to 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.

Key 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.

Requirements

• 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.

Important: Candidates must have independently managed complex projects and been accountable for delivery outcomes. Experience limited to administrative support, scheduling, or project coordination is not sufficient.

Benefits

• Competitive salary based on experience.
• Potential health insurance benefits.
• Retirement plan options.
• Paid time off.
• Additional company-sponsored benefits and programs.

Apply

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