At a Glance
- Tasks: Support M&A and investment transactions from start to finish, working closely with senior dealmakers.
- Company: Boutique advisory firm in Sydney CBD with a hands-on approach to investing.
- Benefits: Competitive salary package of $130K-$160K + Super, plus exposure to high-level decision-making.
- Other info: Join a small, dynamic team with excellent career growth opportunities.
- Why this job: Gain invaluable experience in M&A and investing, working on live deals from day one.
- Qualifications: Strong financial modelling skills and a background in Transaction Services or investment banking.
The predicted salary is between 130000 - 160000 $ per year.
Support M&A and investment transactions from origination through execution.
This boutique Sydney advisory firm also invests directly in deals, combining hands-on corporate advisory with direct investing exposure. The team advises business owners, management teams and institutional investors on mergers, acquisitions and capital raisings, while also investing directly alongside clients in select transactions.
You'll work closely with experienced dealmakers from day one, gaining exposure most graduates and junior professionals would only see years into their career. The business has a strong recent track record and continues to grow its mandate pipeline.
- Small, tight-knit team with genuine access to senior decision-makers
- Strong and growing deal pipeline across a range of sectors
This Analyst role sits at the centre of the firm's deal execution, working directly with senior dealmakers across live M&A and investment transactions from origination through to completion.
- Build and maintain financial models, including DCF, comparable company and precedent transaction analysis
- Conduct financial and commercial due diligence, reviewing financials, management information and market data
- Support valuation and deal structuring across live buy-side and sell-side mandates
- Draft investment memos, board papers and materials for senior stakeholders
- Prepare pitch materials, information memorandums and management presentations
- Liaise directly with management teams, advisers and other external parties on live deals
- Monitor and analyse portfolio positions where the firm has co-invested
- Get involved in origination and deal sourcing conversations, not just execution
We're looking for candidates from one of two backgrounds: a Big 4 or mid-tier Transaction Services, M&A or Corporate Finance team, or a current investment banking analyst. Either background is genuinely welcome, what matters most is strong technical ability and the confidence to work closely with experienced, senior operators.
- Strong financial modelling, valuation and due diligence skills
- Comfortable in a fast-paced, high-intensity deal environment
- Confident communicator, able to engage directly with senior stakeholders and push back when needed
- Genuine interest in both advisory and investing, not just deal execution
- Comfortable working 5 days a week in the office.
Investment Analyst employer: Richard Lloyd Recruitment
Join a dynamic and supportive team in the heart of Sydney's Western Suburbs, where your expertise as a Senior Bookkeeper will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth, offering ongoing training and development opportunities to help you excel in your career. With a focus on work-life balance and a commitment to innovation, we provide a unique environment for you to thrive while managing the full transactional cycle in a fast-paced SME setting.
