Financial Investment Advisor
Banner Asset Management
Banking & Financial Services / Funds Management
Posted 13/05/2026
Closes 12/06/2026
Melbourne, 3000, Victoria
Full time
Banner Is seeking a full-time Financial Investment Advisor to work within our Investment Relations team.
Tasks
- Liaising with existing and prospective investors on financial options
- Provide reporting on investments to investors including advising on fund investment strategy and distribution or reinvestment of income and changes to market environments that may affect investments.
- Assist in preparation and calculations of distributions for settlements and Fund returns and communicating this to investors
- Managing funds consolidated from various investors (including high net worth individuals, self-managed superannuation funds and institutional investors).
- This will involve:
- ascertaining investor’s investment parameters
- selecting suitable investments for the investor
- monitoring investment performance; and
- reviewing and revising investment plans based on modified needs of the investor)
- Collecting fund performance information, monitoring and reporting on Fund performance and preparation of reports and forecasts with a view to providing reports to Board and investment options to current and prospective investor
Skills and Experience Requirements:
- Minimum 1-2 years experience in a property fund or investment management.
- Bachelors qualification in Finance/Accounting
- Demonstrated ability to anticipate needs, problem solve, work under pressure, set priorities and meet deadlines.
- Excellent communication skills and ability to negotiate, liaise and contribute at meetings with people at different levels within the organisation.
- Excellent attention to detail and strong analytical skills.
- Proficient in Microsoft Excel
Location – Melbourne, Victoria
Banner Asset Management
Banner Asset Management is an alternative asset manager, specialising in real estate market debt and equity opportunities. Established in 2010, Banner has consistently delivered superior returns to its investors.
Investments include property specific investments secured by a single asset and a number of pooled funds offering differing risk and return to match investor risk and return appetites. Banner adopts a consistent and rigorous approach to its appraisal of each potential investment, with a detailed due diligence and adoption of risk mitigation measures specific to each transaction.
We focus our investments in the major population centres of Australia’s East Coast, which have greater underlying market depth and liquidity.
Banner also offers experienced wholesale investors with higher yielding investments such as equity participations in development projects. All investments are actively managed by Banner throughout the investment term through to repayment of the investment.
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