IMA Advisors Intern - Summer 2027

The Business Analyst Intern will support strategic initiatives and analytical projects across IMA Advisors during a 10-week summer internship. The role provides exposure to a range of business activities, including growth strategy, M&A and partner integration, financial and operational analysis, and process improvement.

Working alongside members of the IMA Advisors team, this role will contribute to clearly defined projects through research, data analysis, preparation of presentations, and project coordination. The internship is designed to provide practical experience applying classroom concepts to real business decisions while developing analytical, communication, and problem-solving skills.

This role is ideal for a rising junior or senior pursuing a degree in business, finance and/or accounting, economics, analytics, or a related field who is interested in corporate finance, strategy, M&A, or business analytics. As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming as described below.

Key Responsibilities

Strategic Projects & Analysis

• Support defined strategic and operational projects under the guidance of team members and business leaders.
• Conduct research and organize information to support business initiatives and decision-making.
• Assist with developing analyses, presentations, project plans, and other project deliverables.
• Participate in project meetings and help track key activities, deadlines, and follow-up items.

M&A & Partner Integration

• Gain exposure to the M&A process by supporting selected due diligence and integration activities.
• Assist with collecting, organizing, and analyzing financial and operational information related to prospective or recently acquired partners.
• Support integration planning and tracking across functions such as finance, IT, HR, and operations.
• Help prepare integration materials, status updates, and supporting analyses.
• Assist with documenting processes and identifying lessons learned or opportunities for improvement.
• Analyze financial, operational, and business data using Excel and other available tools.
• Assist with identifying trends, summarizing findings, and developing insights from data.
• Support financial and business analyses related to growth initiatives, operating performance, resource allocation, and other strategic priorities.
• Help organize and improve recurring analyses, reporting, and business processes.
• Prepare clear and concise PowerPoint presentations, Excel analyses, and written summaries.
• Communicate findings and project updates to team members and, when appropriate, business leaders.
• Collaborate with colleagues across IMA Advisors and other functional areas.
• Ask thoughtful questions, incorporate feedback, and develop an understanding of how different functions contribute to the business.

Qualifications

• Currently pursuing a bachelor’s degree in business, finance and/or accounting, economics, analytics, or a related field, with preference for rising juniors or seniors.
• Strong academic record and demonstrated interest in corporate finance, strategy, M&A, business analytics, or related areas.
• Working knowledge of Microsoft Excel and PowerPoint, with an interest in further developing those skills.
• Strong analytical and problem-solving skills, including comfort working with quantitative information.
• Strong attention to detail and commitment to producing accurate work.
• Ability to organize assignments, manage deadlines, and balance multiple priorities with appropriate guidance.
• Clear written and verbal communication skills.
• Curiosity and willingness to learn unfamiliar concepts, industries, and business processes.
• Collaborative, dependable, and receptive to feedback.
• Previous work or internship experience in professional services or a similar environment preferred.

What You Can Expect

• Exposure to strategic initiatives within a growing financial services organization.
• Practical experience with financial analysis, developing strategy, M&A, and business operations.
• Opportunities to work with professionals across multiple functions and levels of the organization.
• Defined projects and deliverables that can be completed within the 10-week internship.
• Coaching and feedback designed to build analytical, communication, and professional skills.

Compensation:

This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws.

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.

#LI-AG1

The anticipated posting timeline for this opportunity is 11/2/2026-12/2/2026.

Salary Range

$18-$22 USD

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 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

• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work

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.

Company Culture

Change makers. Employee owners.

We're hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.