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IMA Financial Group

Insurance, risk management, and wealth advisory

Business Analyst Intern

Corporate StrategyConfirmed live in the last 24 hours
Internship · Summer 2027Denver, CO, USA$18 - $22 /hrIn-person

About the Job

Requirements

  • Currently pursuing a bachelor's degree in business, finance, accounting, economics, analytics, or a related field; preference is for rising juniors or seniors.
  • Demonstrated interest in corporate finance, strategy, mergers and acquisitions, business analytics, or related areas.
  • Working knowledge of Microsoft Excel and PowerPoint, with interest in developing those skills further.
  • Strong analytical and problem-solving skills, including comfort working with quantitative information.
  • Strong attention to detail and commitment to producing accurate work.
  • Ability to organize assignments, manage deadlines, and balance multiple priorities with appropriate guidance.
  • Clear written and verbal communication skills.
  • Curiosity and willingness to learn unfamiliar concepts, industries, and business processes.
  • Collaborative, dependable, and receptive to feedback.

Responsibilities

  • Support defined strategic and operational projects under the guidance of team members and business leaders.
  • Conduct research and organize information to support business initiatives and decision-making.
  • Assist with developing analyses, presentations, project plans, and other project deliverables.
  • Participate in project meetings and help track key activities, deadlines, and follow-up items.
  • Support selected due diligence and integration activities to gain exposure to the mergers and acquisitions process.
  • Assist with collecting, organizing, and analyzing financial and operational information related to prospective or recently acquired partners.
  • Support integration planning and tracking across finance, information technology, human resources, and operations.
  • Help prepare integration materials, status updates, and supporting analyses.
  • Assist with documenting processes and identifying lessons learned or opportunities for improvement.
  • Analyze financial, operational, and business data using Excel and other available tools.
  • Assist with identifying trends, summarizing findings, and developing insights from data.
  • Support financial and business analyses related to growth initiatives, operating performance, resource allocation, and other strategic priorities.
  • Help organize and improve recurring analyses, reporting, and business processes.
  • Prepare clear and concise PowerPoint presentations, Excel analyses, and written summaries.
  • Communicate findings and project updates to team members and, when appropriate, business leaders.
  • Collaborate with colleagues across IMA Advisors and other functional areas.
  • Ask thoughtful questions, incorporate feedback, and develop an understanding of how different functions contribute to the business.

Desired Qualifications

  • Previous work or internship experience in professional services or a similar environment.

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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