Mergers and Acquisitions Associate
Core
Execute buy-side M&A and strategic investments as a principal investor, building integrated valuation models and leading financial diligence.
Role type
Mergers and Acquisitions Associate (Buy-side)
Builds
Integrated operating and valuation models, investment theses, and transaction documentation
Domain
Financial Services / Mergers and Acquisitions
Required skills
Financial modeling, Investment analysis, Transaction execution, Due diligence management, Stakeholder management, Strategic planning
Preferred skills
Australian wealth sector knowledge, AI tool proficiency, Capital markets expertise
Technologies
N/A
Responsibilities
Build fully integrated operating and valuation models from first principles, Lead day-to-day diligence processes particularly financial workstreams, Review transaction documentation including SPA and earn-outs, Screen sectors and evaluate potential targets, Develop thematic investment views aligned to the ecosystem, Support integration of new businesses and ongoing performance tracking
Seniority
Mid-level (3-6 years experience)
