Project Manager - Lending, Compliance & Investor Operations

AlphaX; Fresno (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Potential health insurance benefits

Retirement plan options

Paid time off

Other company-sponsored benefits and  

Job summary

AlphaX is 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.

You will drive scope, budgets, milestones, and resources across multiple workstreams, manage schedules and vendors, identify risks and compliance issues, and prepare executive

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.
• 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.

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.

Skills

Project governance

Milestone tracking

Risk management

Cross-functional execution

Stakeholder management

Effective communication

Analytical

Complex project ownership

Tools

Microsoft Excel

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