CareerPlan

Associate Director - Mergers & Acquisitions

Sydney, New South WalesFull-time2026-08-28 → 2026-11-13

Core

Senior M&A financial adviser leading buy-side and sell-side transactions, capital raising, and strategic advisory mandates for mid-market clients.

Role type

Senior IC M&A financial adviser (Associate Director/Senior Manager)

Builds

Transaction execution, financial models, pitch books, and strategic advisory outcomes

Domain

Corporate Finance / Mergers & Acquisitions

Required skills

M&A transaction execution, financial modelling, pricing analysis, due diligence, transaction structuring, pitch book creation, client relationship management, team leadership, market insight generation

Preferred skills

Sponsor-backed transaction experience, CA/CFA qualification, Sydney/Australian M&A market network

Technologies

Microsoft PowerPoint, Microsoft Excel

Responsibilities

Lead day-to-day execution of M&A transactions and capital raising mandates; manage mandates from pitch to completion including workstreams and risks; prepare financial models and presentation materials; contribute to origination and business development; advise clients and manage counterparties; mentor junior colleagues; provide market insights and commercial recommendations

Seniority

Senior, hands-on IC with leadership responsibilities