We are seeking a high-calibre M&A; skilled 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 recent 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 robust 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