Project Manager - Lending, Compliance & Investor Operations

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

Work arrangement
No