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.

• 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 work streams.

• 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