Posted 4 days ago
Retirement Diligence Coordinator
IMA Financial GroupRetirement Diligence Coordinator, Private Equity and M&A
Perks & benefits
Annual LeaveHealth InsurancePaid Leave
Requirements
4-year degree, 0-2 years experience
Skills
FinanceFinancial ModelingFinancial Analysis
About the role
Responsibilities
- Coordinate retirement diligence for private equity and M&A transactions
- Manage data requests, document intake, and necessary follow-ups
- Maintain diligence trackers and project timelines
- Prepare first-level diligence summaries and analyses
Requirements
- 4-year degree
- 0-2 years of experience (this is an entry-level role)
Benefits
- Annual Performance Bonus and Stock Purchase options
- Comprehensive medical, dental, and vision plans
- 401(k) and various disability insurance coverages
- Paid Time Off, Paid Holidays, and Sabbatical opportunities
- Well-Being Stipend and Personal/Professional Development support
- Flexible work options
About the Company
IMA Financial Group is an entrepreneurial, expanding company with a unique ownership business model. We are recognized nationally as a leader in our industry, earning numerous "Best Places to Work" accolades. We focus on building the brokerage of the future by empowering our associates to act as owners and work collaboratively in team-based environments.
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Get started — it's freeRetirement Diligence Coordinator
IMA Financial Group · Denver
