Project Manager, Private Equity and M&A at Imafinancialgroup

We are seeking a Project Manager to join our Private Equity and M&A team! A focal point of the IMA Next growth strategy is the creation and development of industry vertical and product specialty practice areas. Within the Private Equity and M&A specialty practice, IMA will align the IMA resources needed to deliver superior services tailored to meet the specific needs of private equity investors and corporate clients contemplating a merger or acquisition. This role leads the due diligence process from initial engagement through deal close, working with various departments across the IMA enterprise to complete and deliver the diligence report. Responsibilities include, but are not limited to: • Support and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates • Independently access and analyze due diligence data site content: review, download, and organize due diligence matters; and distribute relevant information to internal teams and industry specialists for comprehensive analysis. • Participate in client presentations and fund stewardship reports with minimal oversight. • Maintain consistent, high-quality client services according to set expectations. • With minimal oversight, conduct an overall evaluation of target company’s existing and historical insurance programs to determine adequacy of coverage and identify potential post-close needs. • With minimal oversight, collaborate with product line specialists to assess transaction-specific exposures, analyze coverage, conduct actuarial assessments of self-funded costs, identify potential uninsured risks. • Estimate pricing for recommended, transaction-specific, and post-close coverages. • Evaluate and project estimated annual cost of risk for target-company’s insurance program. • Work with IMA client advantage partners to identify insurance-related considerations (e.g. Claims, Risk Control, Legal). • Ensure a smooth and thorough handoff to the IMA service team post-transaction. Required skills and experiences: • 5-7 years of professional insurance experience preferred. • Property & Casualty (P&C) license (must be obtained within the first 3 months of hire). • Basic understanding of the P&C insurance due diligence process. • Foundational knowledge of the private equity sector and corporate acquisitions. • Ability to assess the financial impact of P&C insurance in acquisition scenarios. • Flexibility and responsiveness to meet the fact-paced demands of the private equity space. • Some experience working with C-suite executives. • Strong technical skills to support client service and deliverables. • Proven ability to build and maintain strong relationships with clients, carriers, and partners. • Bachelor’s degree required, advanced degree a plus. Salary Range$100,000—$150,000 USDQualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report. Salary Range$100,000—$150,000 USDCompensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance • 2023 Inc. Magazine’s Best Workplaces • 2023 Denver Business Journal’s Best Places to Work • 2022-2023 Connecticut Top Work Places • 2021-2023 Inc. 5000’s List of Fastest Growing Companies • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • 2022-2023 Kansas City Business Journal’s Best Places to Work • 2021-2023 Charlotte Business Journal’s Best Places to Work • 2021-2023 Los Angeles Business Journal’s Best Places to Work • 2021-2023 The Salt Lake City Tribune Top Work Places • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces • 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category • 2021 Dallas Business Journal’s Best Places to Work • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.