Project Manager - Lending, Compliance & Investor Operations

AlphaX; Fresno (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Health insurance benefits

Retirement plan options

Paid time off

Company-sponsored benefits and more

Job summary

AlphaX is seeking a Project Manager to lead finance, real estate lending, and investment fund initiatives. You will oversee cross-functional projects involving lending operations, financial reporting, compliance, and investor operations, with responsibility for budgets, vendors, risk management, and executive reporting.

The role requires a track record of managing complex projects in financial services environments, strong governance, and the ability to drive improvements across multiple

Qualifications

• 3+ years of project management experience in finance, real estate, financial services, or fund management.
• Experience managing projects involving lending operations, financial reporting, compliance, or investor operations.
• Direct ownership of complex projects; candidates with only administrative or project coordination experience will not qualify.
• Strong understanding of project governance, milestone tracking, risk management, and cross-functional execution.
• Proficiency in Excel, project tracking tools, and reporting systems.

Responsibilities

• Lead finance, real estate lending, and fund-management projects from kickoff through implementation and launch.
• Define project scope, deliverables, budgets, milestones, and resource requirements across multiple workstreams.
• Manage project schedules, dependencies, vendor deliverables, and outstanding requirements.
• Identify project risks, compliance issues, and delivery challenges, and implement mitigation plans.
• Coordinate with lending, finance, compliance, reporting, and investor operations teams.
• Oversee project documentation, reporting processes, and operational deliverables.
• Prepare executive updates on project progress, budgets, risks, key decisions, and milestones.
• Identify process gaps and implement improvements to increase operational efficiency, reporting accuracy, and project controls.
• 3+ years of project management experience in finance, real estate, financial services, or fund management.
• Experience delivering projects in regulated financial services or compliance-sensitive environments.
• Strong understanding of project governance, milestone tracking, risk management, and cross-functional execution.
• Proficiency in Microsoft Excel, project tracking tools, and reporting systems.
• Strong analytical, organizational, communication, and stakeholder management skills.
• Ability to manage competing priorities and deliver measurable project outcomes.
• Must have direct ownership of complex projects; candidates with only administrative or project coordination experience will not qualify.
• Competitive salary based on experience
• Potential health insurance benefits
• Retirement plan options
• Paid time off
• Other company-sponsored benefits and programs

Skills

Project management

Cross-functional

Budgets

Risk management

Stakeholder mgmt

Excel

Compliance

Communication

Vendor mgmt

Scheduling

Tools

Project tracking tools

Reporting systems

Job description

We’re seeking a Project Manager to lead finance, real estate lending, and investment fund initiatives. This role oversees cross-functional projects involving lending operations, financial reporting, compliance, and investor operations, with responsibility for budgets, vendors, risk management, and executive reporting.

Responsibilities

• Lead finance, real estate lending, and fund-management projects from kickoff through implementation and launch.

• Define project scope, deliverables, budgets, milestones, and resource requirements across multiple workstreams.

• Manage project schedules, dependencies, vendor deliverables, and outstanding requirements.

• Identify project risks, compliance issues, and delivery challenges, and implement mitigation plans.

• Coordinate with lending, finance, compliance, reporting, and investor operations teams.

• Oversee project documentation, reporting processes, and operational deliverables.

• Prepare executive updates on project progress, budgets, risks, key decisions, and milestones.

• Identify process gaps and implement improvements to increase operational efficiency, reporting accuracy, and project controls.

• 3+ years of project management experience in finance, real estate, financial services, or fund management.

• Experience managing projects involving lending operations, financial reporting, compliance, or investor operations.

• Demonstrated ownership of scope, budgets, vendors, risk logs, and executive communications from kickoff through launch.

• Experience delivering projects in regulated financial services or compliance-sensitive environments.

• Strong understanding of project governance, milestone tracking, risk management, and cross-functional execution.

• Proficiency in Microsoft Excel, project tracking tools, and reporting systems.

• Strong analytical, organizational, communication, and stakeholder management skills.

• Ability to manage competing priorities and deliver measurable project outcomes.

• Must have direct ownership of complex projects; candidates with only administrative or project coordination experience will not qualify.

• Competitive salary based on experience

• Potential health insurance benefits

• Retirement plan options

• Paid time off

• Other company-sponsored benefits and programs