Challenger Limited is an ASX-listed investment management firm managing $131 billion in assets (as at 31 December 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Strategy & Transactions Manager | Sydney | Full-Time | Investment Management
Are you looking for a dynamic, high-impact role that blends financial expertise with strategic execution? This is an exciting opportunity to work on M&A transactions, build business cases, influence and deliver the future of our Funds Management (FM) business.
What makes this role unique?
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Beyond Transaction execution – See deals through from initial valuation to execution and integration, ensuring long-term strategic impact.
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Exposure to Leadership – Work closely with senior executives and decision-makers, influencing key financial and strategic initiatives.
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End-to-End Involvement – Gain hands-on experience across all aspects of deal-making, from financial modelling to commercial negotiations and implementation.
About the role
You'll play a pivotal role in high-value M&A deals and strategic partnerships, working closely with senior leadership to shape key investment decisions. From valuation to execution and integration, you'll take ownership of transactions that drive commercial success, leveraging your expertise to develop robust business cases that align with our strategic direction.
What you’ll be doing
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M&A & Strategic Investments – Conducting financial due diligence, valuation analysis, and market comparables to assess investment opportunities.
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Financial Modelling & Business Case Development – Build complex financial models to evaluate transactions, assess returns, and provide strategic recommendations.
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Stakeholder Engagement – Work closely with internal teams, legal, and external advisors (investment banks, market analysts) to execute deals and present to senior stakeholders and committees.
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Transaction Execution – Support deal processes from initial assessment through execution, including negotiations on term sheets, shareholder agreements, and commercial structuring.
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Regulatory & Market Insights – Stay on top of industry trends and regulatory requirements, engaging with banking and investment communities to provide strategic insights.
What we’re looking for
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Strong experience in financial services, investment banking, corporate finance, or funds management.
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Strong financial modelling, valuation, and strategic analysis skills.
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CA, CFA, CAIA or equivalent qualification.
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Proven transaction execution experience, including negotiating deal terms and structuring commercial agreements.
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Familiarity with regulatory considerations in financial services M&A (APRA, ASIC, FIRB approvals).
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Proven ability to work independently in a fast-paced, ambiguous environment.
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Exceptional stakeholder management skills with the confidence to influence senior leadership.
Next Steps
If you’re looking for a role where you can apply your financial expertise while shaping business strategy, we’d love to hear from you. Apply now to join a high-performing team in a role that goes beyond just numbers—it’s about creating impact.
Additional Information
Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.
We support your growth and development, offering flexibility and a culture that values your unique contributions.
We provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.
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Discretionary bonus scheme.
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Eighteen weeks paid leave for all new parents.
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Flexibility on when, and how, parental leave is taken.
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Challenger Day – one extra day off every year in recognition of the effort our people make.
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Subsidised on-site cafe and fantastic central location a stone's throw from Martin Place Metro
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Additional support leave (fertility treatment leave, gender affirmation leaves).
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Extra superannuation contributions.
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Employee share plan.
Visit our benefits page for more information
https://www.challenger.com.au/about-us/careers/our-benefits
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We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
Job type:
Permanent
Posting Close Date :
09/05/2025
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