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Project Manager, Private Equity and M&A

IMA Financial GroupAnaheim, CA; Bellevue, WA; Dallas, TX; Denver, CO; Houston, TX; New York City, NY; Overland Park, KS; Wichita, KS
On-site Full-time $100K/yr - $150K/yr

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Experience Level

Manager

Qualifications

The ideal candidate will possess the following qualifications:5-7 years of relevant experience in the insurance industry is preferred. A Property & Casualty (P&C) license, to be obtained within the first three months of employment. A foundational understanding of the P&C insurance due diligence process. Knowledge of the private equity landscape and corporate acquisitions. Strong analytical skills to assess the financial implications of P&C insurance in acquisition scenarios. Adaptability and responsiveness to meet evolving client needs.

About the job

Join our dynamic Private Equity and M&A team as a Project Manager! At IMA Financial Group, we're committed to enhancing our growth strategy through the establishment of specialized practice areas tailored to the unique needs of our clients. In this role, you will spearhead the due diligence process from initial contact to deal closure, collaborating with various departments to ensure that our private equity investors and corporate clients receive exceptional service.

Your responsibilities will include:

  • Embodying and promoting IMA’s core values.
  • Championing diversity, equity, and inclusion within the organization.
  • Conducting thorough analyses of due diligence data, including reviewing and organizing relevant materials.
  • Contributing to client presentations and fund stewardship reports with minimal supervision.
  • Delivering consistently high-quality service to clients.
  • Evaluating existing and historical insurance programs of target companies to assess coverage adequacy.
  • Collaborating with specialists to analyze transaction-specific exposures and risks.
  • Estimating pricing for transaction-specific and post-close coverages.
  • Projecting the annual cost of risk associated with target companies' insurance programs.
  • Working with client advantage partners to address insurance-related considerations post-transaction.

About IMA Financial Group

IMA Financial Group is dedicated to providing tailored financial solutions and exceptional service to our clients. Our team is committed to fostering a collaborative and inclusive work environment that empowers our associates to thrive and innovate.

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