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.ResponsibilitiesInvestment AnalysisBuild fully integrated operating and valuation models from first principlesAssess earnings durability, scalability, competitive positioning, and downside risksDevelop clear, well-supported investment theses and defend recommendationsTransaction ExecutionLead day-to-day diligence processes, particularly financial workstreamsManage internal stakeholders, external advisers, and counterpartiesReview transaction documentation (SPA, earn-outs, completion accounts, SHA)Maintain execution discipline, timelines,



and prepare decision-making materialsPipeline Management & Integration PlanningScreen sectors and evaluate potential targetsDevelop thematic investment views aligned to the Betashares ecosystemMaintain pipeline tracking and prioritisation frameworksSupport integration of new businesses and ongoing performance trackingExperienceThree to six years' experience in:Investment banking (with deal exposure)Private equity/growth equityCorporate developmentStrategy consulting (with transaction involvement)Transactional law with strong commercial and financial fluencySkills & CapabilitiesDirect M&A; execution experience requiredUnderstanding of the Australian wealth sector preferredStrong financial modelling capability with evidence of independent analysisAbility to assess investment opportunities across value drivers, risks, and strategic fitClear and concise written communication skills (board-level materials)Experience or interest in leveraging AI tools to enhance productivityStructured thinker with a track record of exceeding expectationsHigh work ethic and ability to perform in periods of transaction intensityCommercial curiosity and ability to operate independently with limited directionStrong interest in capital markets and wealth platformsComfortable forming and defending views with imperfect information
#J-*****-Ljbffr

📌 Sydney-Based M&A Associate – Growth & Strategy
🏢 Betashares Capital
📍 Sydney