# 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

[Apply at AlphaX](https://apply.workable.com/alphax/j/4815B76F7D/apply)

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