About this role
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
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Lead finance, real estate lending, and fund-management projects from kickoff through implementation and launch.
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Define project scope, deliverables, budgets, milestones, and resource requirements across multiple workstreams.
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Manage project schedules, dependencies, vendor deliverables, and outstanding requirements.
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Identify project risks, compliance issues, and delivery challenges, and implement mitigation plans.
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Coordinate with lending, finance, compliance, reporting, and investor operations teams.
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Oversee project documentation, reporting processes, and operational deliverables.
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Prepare executive updates on project progress, budgets, risks, key decisions, and milestones.
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Identify process gaps and implement improvements to increase operational efficiency, reporting accuracy, and project controls.
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Requirements
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3+ years of project management experience in finance, real estate, financial services, or fund management.
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Experience managing projects involving lending operations, financial reporting, compliance, or investor operations.
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Demonstrated ownership of scope, budgets, vendors, risk logs, and executive communications from kickoff through launch.
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Experience delivering projects in regulated financial services or compliance-sensitive environments.
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Strong understanding of project governance, milestone tracking, risk management, and cross-functional execution.
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Proficiency in Microsoft Excel, project tracking tools, and reporting systems.
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Strong analytical, organizational, communication, and stakeholder management skills.
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Ability to manage competing priorities and deliver measurable project outcomes.
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Must have direct ownership of complex projects; candidates with only administrative or project coordination experience will not qualify.
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Benefits
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Competitive salary based on experience
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Potential health insurance benefits
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Retirement plan options
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Paid time off
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Other company-sponsored benefits and programs