IMA Financial Group

Private Equity

RetirementDiligenceCoordinator

$60–70k Denver, Colorado, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Retirement Diligence Coordinator at IMA Financial Group. Coordinate retirement diligence for PE. Coordinate retirement diligence for M&A”

Industry & Context.

Private Equity

What They're Looking For.

Must Have

4-year degree, 0-2 years’ experience

What You'll Do.

Coordinate retirement diligence for PE

Coordinate retirement diligence for M&A

Manage document intake

Maintain diligence trackers

Prepare first-level diligence summaries

Prepare first-level diligence analyses

How You'll Work.

Team & Collaboration

Work in teams

Full Job Description

What you'll do: Coordinate retirement diligence for PE and M&A transactions Manage data requests, document intake, and follow-ups Maintain diligence trackers and timelines Prepare first-level diligence summaries and analyses What you bring: 4-year degree 0-2 years’ experience (entry level role) Salary Range $60,000—$70,000 USD Compensation & 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 focu

Free ATS check

Applying for this Retirement Diligence Coordinator role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

ANONYMOUS · UNFILTERED

What do employees actually say about IMA Financial Group?

Real rants from real employees. Read before you apply.

Read Company Rants →