# Project Manager - Lending, Compliance & Investor Operations

**Company:** [AlphaX](https://jobs.workable.com/companies/qTKMeatvbaN7e4oCC4V8kB.md)
**Location:** Fresno, United States
**Workplace:** on site

[Apply for this job](https://jobs.workable.com/view/d18c315f-a597-4128-a2e3-f992d76d00a7)

## 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.

## Requirements

-   **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.**

## Benefits

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