Retirement Diligence Coordinator, Private Equity and M&A
IMA Financial GroupDenver, Colorado, United States
Posted May 29, 2026
60000 - 70000 USD
Full Time
About the Company
IMA is an entrepreneurial, expanding company that provides support systems and resources to enable each of its associates to focus on what they do best.
Job Description
Coordinate retirement diligence for PE and M&A transactions, manage data requests, document intake, and follow-ups, and prepare first-level diligence summaries and analyses.
Requirements
- 4-year degree
- 0-2 years’ experience (entry level role)
Benefits
- 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