Project Manager, Private Equity and M&A

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.

A successful candidate must be high organized, have experience in meeting deadlines, possess strategic and analytical skills, have strong attention to detail, possess deep technical skills to support production and client service, and proven ability to develop and maintain deep company, client, carrier, and partner relationships.

Responsibilities include, but are not limited to :

• Access the due diligence data site and review, download, analyze and organize data, transmitting information to relevant team members and other IMA resources for comprehensive analysis
• Work directly with private equity or corporate clients as well as their other outside advisors
• Help prepare for, and participate in client presentations and fund stewardship reports
• Set (and meet) expectations for consistent, high-quality client service
• Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if additional coverages should be considered post-close
• Work with a team of insurance product line specialists in reviewing transaction-specific exposures, analyzing coverage, actuarial assessment of outstanding and projected self-funded costs, identifying potential uninsured hidden liabilities and estimating pricing for recommended coverages, transaction specific coverages and post-close coverages
• Project estimated annual cost of risk for a target company's insurance program on a post-closing basis
• Work with IMA client advantage partners to identify insurance impacting areas (Claims, Risk Control, Legal, Contract Review, etc.)
• Draft and deliver written due diligence reports including your analysis, advice, and recommendations
• Execute comprehensive and smooth handoff to IMA service team
• Support and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion

Required skills and experiences :

• Bachelor's degree required
• Attain Property and Casualty license within first 30-90 days of employment, unless already licensed, required
• Experience working with / calling on the "C" suite required
• Graduate degree preferred
• 5+ years of professional insurance experience preferred
• Knowledge of the property & casualty insurance due diligence process preferred
• Understanding of the private equity sector and corporate acquisitions preferred
• Ability to assess the financial impact of property & casualty insurance of a potential acquisition preferred
• Strong understanding of timeframe / urgency needed in PE space and flexibility to respond as needed strongly preferred
• Experience guiding teams in the timely completion of comprehensive assessments preferred

The anticipated timeline of this positing is 7 / 10 / 2024 through 9 / 1 / 2024.

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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, Health Club Reimbursement, 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.

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

• 2020-2023Business 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 TopWork 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 TopWork 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-largecategory
• 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.