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 current 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

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📌 Mergers and Acquisitions Associate (City of Sydney)
🏢 Betashares Capital
📍 City of Sydney