Mergers and Acquisitions Associate

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.

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 new 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 strong 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