Advisory Meets Principal Investing

Company Background

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 robust recent track record and continues to grow its mandate pipeline.

Key highlights include:

Small, tight-knit team with genuine access to senior decision-makers

Strong and growing deal pipeline across a range of sectors

The Role

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

Your Background

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.

If you are keen to apply for this Investment Analyst position, please contact John Salter at Richard Lloyd on , quoting reference 10208 or click on 'apply now' below.

Please submit your CV in Word format and note that due to the high volume of responses we receive only suitable candidates will be contacted.

📌 Investment Analyst (Sydney)
🏢 Richard Lloyd
📍 Sydney