Associate Director

THE OPPORTUNITY

AE Advisors is a leading boutique advisory firm with offices in Sydney and Adelaide, providing expert M&A, capital raising, and strategic advisory services. We are seeking an experienced Associate Director to join our high-performing team.

This is a senior-level role that bridges leadership and execution — you will own deal processes end-to-end, cultivate C-Suite client relationships, and play a meaningful role in shaping the next generation of our advisory talent.

WHAT YOU'LL DO

Deal Execution - Drive the end-to-end M&A process — preparing key deal documents, managing due diligence, and keeping client expectations on track.

Client Relations - Develop and manage relationships with C-Suite and Treasury executives to capture and grow new business opportunities.

Financial Modelling - Build and interpret financial models to support deal structuring and valuation across a range of transaction types.

Deal Management - Manage full workstreams within transactions, coordinating delivery and keeping team members aligned throughout.

Due Diligence - Lead and participate in due diligence activities, including designing required diligence streams.

Mentorship - Guide and support analysts and associates, contributing to a culture of high performance and continuous development.

Capital Raising - Assist with capital raising mandates including preparing information memorandums and investor presentations.

Business Development - Drive new business origination and contribute to the firm's strategic growth objectives.

WHAT WE'RE LOOKING FOR

Experience & Qualifications

•         5+ years of experience in investment banking, accounting, legal, or a related commercial discipline

•         A relevant bachelor's degree (required); MBA or advanced degree preferred

•         Demonstrated track record in deal execution and client relationship management

  Skills & Knowledge

•         Deep understanding of financial markets, investment banking products, and deal structuring

•         Strong analytical, problem-solving, and written and verbal communication skills

•         Demonstrated ability to lead teams and build lasting client relationships

•         Proficiency with AI and LLM tools for research and analysis

WHY AE ADVISORS

•         Boutique firm culture with direct access to senior leadership and meaningful deal exposure

•         Work on complex, high-value M&A and capital raising mandates across multiple sectors

•         Collaborative team environment with genuine mentorship and career development

•         Offices in Sydney CBD and Adelaide