Sydney Investment Banking Permanent About the Role This Associate role offers a rare opportunity to work directly with some of Australia’s most senior investment banking professionals on high-profile M&A, capital management, IPOs, capital raisings, and complex strategic mandates. Working alongside the Associate Director and an experienced corporate advisory team, you’ll deliver high-quality financial analysis, valuations, market insights, and transaction support, while also contributing to pitch development and new deal origination. It’s a hands-on role ideal for someone looking to accelerate their technical and commercial capability while gaining exposure to sophisticated transactions and senior decision-makers. Responsibilities You’ll work across the full spectrum of corporate advisory, combining analytical depth, transaction execution, client delivery, and business development. Key responsibilities include: • Conducting high-quality financial analysis, valuations, and scenario modelling to support live M&A, capital raising, IPO, and strategic engagements. • Interpreting financial statements, large datasets, and market information to generate clear, actionable insights for clients. • Preparing detailed market, industry, and company research to inform strategic recommendations and decision-making. • Supporting end-to-end execution of transactions, including reviewing documentation, assisting with due diligence, and liaising with senior advisors and key stakeholders. • Developing polished pitch decks, board materials, and presentation packs that communicate complex ideas with clarity and impact. • Contributing to business development through opportunity research, market monitoring, shaping origination ideas, and participating in pitch meetings. • Helping build a strong pipeline of advisory mandates through proactive idea generation and high-quality preparation of client materials. • Demonstrating maturity, professionalism, and alignment with the boutique’s values and high-performance culture. What You’ll Bring We’re seeking someone with strong technical foundations, commercial instinct, and the confidence to operate around senior leaders. You’ll stand out if you have: • 3–5 years of experience in investment banking, transaction advisory, valuations, or corporate M&A law. • Solid grounding in M&A execution, capital raisings, IPO processes, or related transaction environments. • Strong financial modelling, analytical, and valuation skills, with advanced proficiency in Excel. • A polished communication style and the confidence to work with senior stakeholders. • The ability to synthesise large amounts of information quickly and form commercially sound viewpoints. • High levels of integrity, professionalism, and confidentiality across all engagements. • Experience with FactSet or similar financial information systems (advantageous but not essential). • A strong sense of initiative, intellectual curiosity, and the desire to grow within a high-calibre boutique advisory environment.
