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.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Intermediate between corporate issuers of new securities and the general public.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
- Create client presentations of plan details.
- Develop and maintain client relationships.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Determine desirability of deals to develop solutions to financial problems or to assess the financial and capital impact of transactions, using financial modeling.
- Prepare all materials for transactions or execution of deals.
- Perform securities valuation or pricing.
- Assess companies as investments for clients by examining company facilities.
- Structure marketing campaigns to find buyers for new securities.
- Supervise, train, or mentor junior team members.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
Tools used in this occupation:
|Facsimile machines — Fax machines|
|Notebook computers — Laptop computers|
|Photocopiers — Photocopying equipment|
|Scanners — Computer data input scanners|
|Special purpose telephones — Multi-line telephone systems|
Technology used in this occupation:
|Electronic mail software — Email software|
|Financial analysis software — Bloomberg Professional; Moody's KMV CreditEdge; Moody's RiskCalc|
|Internet browser software — Web browser software|
|Office suite software — Microsoft Office software|
|Presentation software — Microsoft PowerPoint|
|Spreadsheet software — Microsoft Excel|
|Word processing software — Microsoft Word|
|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.|
|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.|
|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.|
|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.|
|22||Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.|
|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.|
|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.|
|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.|
|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.|
|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.|
|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.|
|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.|
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 (2012)||$29.40 hourly, $61,160 annual|
|Employment (2010)||165,000 employees|
|Projected growth (2010-2020)||Slower than average (3% to 9%)|
|Projected job openings (2010-2020)||44,900|
|Top industries (2010)||
Finance and Insurance (39% employed in this sector)
Educational Services (11%)
State & National
Source: Bureau of Labor Statistics 2012 wage data and 2010-2020 employment projections . "Projected growth" represents the estimated change in total employment over the projections period (2010-2020). "Projected job openings" represent openings due to growth and replacement.