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Details Report for:
13-2099.03 - Investment Underwriters

Manage communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrite the issuance of securities to provide capital for client growth. Negotiate and structure the terms of mergers or acquisitions.

This title represents an occupation for which data collection is currently underway.

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Tasks  |  Tools & Technology  |  Detailed Work Activities  |  Credentials  |  Interests  |  Work Values  |  Wages & Employment  |  Job Openings

Tasks   Save Table (XLS/CSV)

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing. See more occupations related to this task.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. See more occupations related to this task.
  • Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture. Green Task Statement See more occupations related to this task.
  • Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies. See more occupations related to this task.
  • Assess companies as investments for clients by examining company facilities. See more occupations related to this task.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. See more occupations related to this task.
  • Confer with clients to restructure debt, refinance debt, or raise new debt. See more occupations related to this task.
  • Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements. See more occupations related to this task.
  • Create client presentations of plan details. See more occupations related to this task.
  • Develop and maintain client relationships. See more occupations related to this task.
  • Direct communications between corporate issuers of new securities and the general public. See more occupations related to this task.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. See more occupations related to this task.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. See more occupations related to this task.
  • Perform securities valuation or pricing. See more occupations related to this task.
  • Prepare all materials for transactions or execution of deals. See more occupations related to this task.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. Green Task Statement See more occupations related to this task.
  • Structure marketing campaigns to find buyers for new securities. See more occupations related to this task.
  • Structure or negotiate deals, such as corporate mergers, sales, or acquisitions. See more occupations related to this task.
  • Supervise, train, or mentor junior team members. See more occupations related to this task.

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Tools & Technology   Save Table (XLS/CSV)

Tools used in this occupation:

  • Desktop computers See more occupations related to this tool.
  • Laser fax machine — Laser facsimile machines See more occupations related to this tool.
  • Notebook computers — Laptop computers See more occupations related to this tool.
  • Personal computers See more occupations related to this tool.
  • Photocopiers — Photocopying equipment See more occupations related to this tool.
  • Scanners — Computer data input scanners See more occupations related to this tool.
  • Special purpose telephones — Multi-line telephone systems See more occupations related to this tool.

Technology used in this occupation:

  • Electronic mail software — Email software See more occupations related to this technology.
  • Financial analysis software — Bloomberg Professional; Moody's KMV CreditEdge; Moody's RiskCalc See more occupations related to this technology.
  • Internet browser software — Web browser software See more occupations related to this technology.
  • Office suite software — Microsoft Office software See more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint See more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel See more occupations related to this technology.
  • Word processing software — Microsoft Word See more occupations related to this technology.

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Detailed Work Activities   Save Table (XLS/CSV)

  • Develop business relationships. See more occupations related to this activity.
  • Assess financial status of clients. See more occupations related to this activity.
  • Supervise employees. See more occupations related to this activity.
  • Advise others on financial matters. See more occupations related to this activity.
  • Analyze market conditions or trends. See more occupations related to this activity.
  • Determine the value of goods or services. See more occupations related to this activity.
  • Train personnel to enhance job skills. See more occupations related to this activity.
  • Prepare contracts or other transaction documents. See more occupations related to this activity.
  • Advise others on business or operational matters. See more occupations related to this activity.
  • Analyze business or financial data. See more occupations related to this activity.
  • Create marketing materials. See more occupations related to this activity.
  • Negotiate contracts with clients or service providers. See more occupations related to this activity.
  • Evaluate condition of properties. See more occupations related to this activity.
  • Update professional knowledge. See more occupations related to this activity.
  • Apply mathematical models of financial or business conditions. See more occupations related to this activity.
  • Identify strategic business investment opportunities. See more occupations related to this activity.

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Credentials

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Interests   Save Table (XLS/CSV)


Occupational Interest
Interest
95 
Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.See more occupations related to this interest.
89 
Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.See more occupations related to this interest.
33 
Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.See more occupations related to this interest.
22 
Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.See more occupations related to this interest.
22 
Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.See more occupations related to this interest.
0 
Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.See more occupations related to this interest.

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Work Values   Save Table (XLS/CSV)


Extent
Work Value
72 
Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.See more occupations related to this work value.
67 
Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.See more occupations related to this work value.
61 
Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.See more occupations related to this work value.
58 
Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.See more occupations related to this work value.
56 
Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.See more occupations related to this work value.
56 
Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.See more occupations related to this work value.

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Wages & Employment Trends

Median wages data collected from Financial Specialists, All Other.
Employment data collected from Financial Specialists, All Other.
Industry data collected from Financial Specialists, All Other.

Median wages (2014) $31.46 hourly, $65,440 annual
State wages Local Salary Info
 
Employment (2012) 156,000 employees
Projected growth (2012-2022) Slower than average (3% to 7%) Slower than average (3% to 7%)
Projected job openings (2012-2022) 25,800
State trends Employment Trends
 
Top industries (2012)
Finance and Insurance (38% employed in this sector)

Source: Bureau of Labor Statistics 2014 wage data external site and 2012-2022 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2012-2022). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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