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IMA Financial Group

Insurance, risk management, and wealth advisory

Employee Benefits Private Equity M&A Intern

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Internship · Summer 2027Denver, CO, USA$18 - $22 /hr

About the Job

Requirements

  • Currently pursuing an undergraduate or graduate degree in a program related to a host department: Business, Finance, Accounting, or Risk Management and Insurance.
  • Previous work or internship experience in a professional services or similar environment.
  • Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma is noted.

Responsibilities

  • Support the Private Equity and M&A specialty practice by assisting project managers throughout the due diligence process, from initial engagement to deal close.
  • Review and analyze employee benefits documentation and data, including medical, dental, vision, life and disability plans, benefit summaries, plan documents, enrollment and cost information, compliance materials, vendor agreements, and related documentation, to identify key considerations for private equity investors and corporate clients undergoing mergers or acquisitions.
  • Assist in developing employee benefits analyses and due diligence deliverables, including benefit plan comparisons, cost and contribution analyses, compliance reviews, and client-facing reports, using established tools, templates, and project management workflows.
  • Conduct research on employee benefits, compliance, and market topics to support diligence findings, client questions, and broader team initiatives.
  • Learn how IMA teams and subject matter experts collaborate to evaluate risk and support clients throughout M&A transactions.
  • Contribute to internal projects to improve team resources, processes, and project manager efficiency, including developing and enhancing tools, templates, and other resources used across the practice.

Desired Qualifications

  • Students anticipated to graduate in Spring 2027, December 2027, or Spring 2028 are preferred, as are students who demonstrate curiosity about future employment in the industry.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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