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Operations & Project Management
AL
Project Manager - Lending, Compliance & Investor Operations
Why This Role Stands Out
This role offers a dynamic opportunity to lead impactful projects within AlphaX's lending, compliance, and investor operations, fostering significant career growth and skill development. You'll thrive here if you possess a strong project management background in financial services and enjoy driving complex initiatives to successful completion within a reputable organization.
Quick Overview
Seniority
Mid Senior
Work mode
On Site
Location
Fresno, California, United States
Posted
3 days ago
ComplianceFinancial ReportingMicrosoft ExcelRisk ManagementStakeholder Management
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