At a Glance
- Tasks: Drive M&A strategies and execute high-impact transactions in a dynamic team.
- Company: Join Betashares, a leader in the Australian wealth sector.
- Benefits: Competitive salary, professional growth, and a vibrant work culture.
- Other info: Opportunity to leverage AI tools and enhance your analytical skills.
- Why this job: Be at the forefront of strategic investments and make a real difference.
- Qualifications: 3-6 years in M&A, investment banking, or related fields required.
The predicted salary is between 121500 - 148500 $ per year.
We are seeking a high-calibre M&A professional to join our team in Sydney, reporting to the Head of M&A.
This role sits at the centre of Betashares’ growth strategy, supporting and executing buy-side M&A and strategic investments as a principal investor.
You will play a critical role in increasing transaction throughput while maintaining institutional-quality analysis and disciplined execution.
The position requires strong independent analytical capability, ownership of workstreams, and the ability to operate effectively in a lean, high-performance team.
Responsibilities
- Investment Analysis
- Build fully integrated operating and valuation models from first principles
- Assess earnings durability, scalability, competitive positioning, and downside risks
- Develop clear, well-supported investment theses and defend recommendations
- Transaction Execution
- Lead day-to-day diligence processes, particularly financial workstreams
- Manage internal stakeholders, external advisers, and counterparties
- Review transaction documentation (SPA, earn-outs, completion accounts, SHA)
- Maintain execution discipline, timelines, and prepare decision-making materials
- Pipeline Management & Integration Planning
- Screen sectors and evaluate potential targets
- Develop thematic investment views aligned to the Betashares ecosystem
- Maintain pipeline tracking and prioritisation frameworks
- Support integration of new businesses and ongoing performance tracking
Experience
Three to six years’ experience in
- Investment banking (with deal exposure)
- Private equity/growth equity
- Corporate development
- Strategy consulting (with transaction involvement)
- Transactional law with strong commercial and financial fluency
Skills & Capabilities
- Direct M&A execution experience required
- Understanding of the Australian wealth sector preferred
- Strong financial modelling capability with evidence of independent analysis
- Ability to assess investment opportunities across value drivers, risks, and strategic fit
- Clear and concise written communication skills (board-level materials)
- Experience or interest in leveraging AI tools to enhance productivity
- Structured thinker with a track record of exceeding expectations
- High work ethic and ability to perform in periods of transaction intensity
- Commercial curiosity and ability to operate independently with limited direction
- Strong interest in capital markets and wealth platforms
- Comfortable forming and defending views with imperfect information
- #J-18808-Ljbffr
M&A Associate – Growth & Strategy in Sydney employer: Betashares Capital
Betashares Capital is an exceptional employer located in the vibrant city of Sydney, offering a dynamic work culture that fosters innovation and collaboration. Employees benefit from comprehensive professional development opportunities, a supportive environment, and the chance to make a significant impact in the finance and media sectors. With a focus on employee well-being and a commitment to excellence, Betashares stands out as a rewarding place to grow your career.
