AE Advisors is a leading boutique advisory firm with offices in Sydney and Adelaide, providing expert M&A;, capital raising, and strategic advisory services.
We are seeking an experienced Associate Director to join our high-performing team.
This is a senior-level role that bridges leadership and execution — you will own deal processes end-to-end, cultivate C-Suite client relationships, and play a meaningful role in shaping the next generation of our advisory talent.
WHAT YOU'LL DO
Deal Execution -Drive the end-to-end M&A; process — preparing key deal documents, managing due diligence, and keeping client expectations on track.
Client Relations -Develop and manage relationships with C-Suite and Treasury executives to capture and grow new business opportunities.
Financial Modelling -Build and interpret financial models to support deal structuring and valuation across a range of transaction types.
Deal Management -Manage full workstreams within transactions, coordinating delivery and keeping team members aligned throughout.
Due Diligence -Lead and participate in due diligence activities, including designing required diligence streams.
Mentorship -Guide and support analysts and associates, contributing to a culture of high performance and continuous development.
Capital Raising -Assist with capital raising mandates including preparing information memorandums and investor presentations.
Business Development -Drive recent business origination and contribute to the firm's strategic growth objectives.
WHAT WE'RE LOOKING FOR
Experience & Qualifications
5+ years of experience in investment banking, accounting, legal, or a related commercial discipline
A relevant bachelor's degree (required); MBA or advanced degree preferred
Demonstrated track record in deal execution and client relationship management
Skills & Knowledge
Deep understanding of financial markets, investment banking products, and deal structuring
Strong analytical, problem-solving, and written and verbal communication skills
Demonstrated ability to lead teams and build lasting client relationships
Proficiency with AI and LLM tools for research and analysis
WHY AE ADVISORS
Boutique firm culture with direct access to senior leadership and meaningful deal exposure
Work on complex, high-value M&A; and capital raising mandates across multiple sectors
Collaborative team environment with genuine mentorship and career development
Offices in Sydney CBD and Adelaide
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📌 Associate Director (New South Wales)
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📍 New South Wales
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