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Summary 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.

View report: Summary  Details  Custom

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

Tasks

  • 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.
  • Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture. Green Task Statement
  • Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • 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.

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Tools & Technology

Tools used in this occupation:

Laser fax machine — Laser facsimile 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
Office suite software — Microsoft Office software
Spreadsheet software — Microsoft Excel
Word processing software — Microsoft Word

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Interests

Interest code: CE

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.
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.

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Work Values

Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
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.
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.

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Wages & Employment Trends

National

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 (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
Top industries (2012)

State & National

          CareerOneStop

Source: Bureau of Labor Statistics 2012 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

Find Jobs
for Investment Underwriters

          mySkills myFuture

State & National Job Banks

          CareerOneStop

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