Job Description

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.

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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.

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Responsibilities

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Investment Analysis

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- Build fully integrated operating and valuation models from first principles
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- Assess earnings durability, scalability, competitive positioning, and downside risks
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- Develop clear, well-supported investment theses and defend recommendations
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Transaction Execution

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- Lead day-to-day diligence processes, particularly financial workstreams
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- Manage internal stakeholders, external advisers, and counterparties
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- Review transaction documentation (SPA, earn-outs, completion accounts, SHA)
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- Maintain execution discipline, timelines, and prepare decision-making materials
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Pipeline Management & Integration Planning

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- Screen sectors and evaluate potential targets
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- Develop thematic investment views aligned to the Betashares ecosystem




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- Maintain pipeline tracking and prioritisation frameworks
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- Support integration of new businesses and ongoing performance tracking
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Experience

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Three to six years' experience in:

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- Investment banking (with deal exposure)
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- Private equity/growth equity
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- Corporate development
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- Strategy consulting (with transaction involvement)
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- Transactional law with strong commercial and financial fluency
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Skills & Capabilities

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- Direct M&A; execution experience required
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- Understanding of the Australian wealth sector preferred
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- Strong financial modelling capability with evidence of independent analysis
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- Ability to assess investment opportunities across value drivers, risks, and strategic fit
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- Clear and concise written communication skills (board-level materials)
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- Experience or interest in leveraging AI tools to enhance productivity
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- Structured thinker with a track record of exceeding expectations
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- High work ethic and ability to perform in periods of transaction intensity
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- Commercial curiosity and ability to operate independently with limited direction
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- Solid interest in capital markets and wealth platforms
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- Comfortable forming and defending views with imperfect information
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📌 Mergers and Acquisitions Associate (New South Wales)
🏢 Betashares Capital
📍 New South Wales