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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.

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Tasks  |  Tools & Technology  |  Detailed Work Activities  |  Credentials  |  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.
  • Direct communications between corporate issuers of new securities and the general public.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • Perform securities valuation or pricing.
  • Prepare all materials for transactions or execution of deals.
  • 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
  • Structure marketing campaigns to find buyers for new securities.
  • Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
  • Supervise, train, or mentor junior team members.

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Tools & Technology

Tools used in this occupation:

  • Desktop computers
  • Laser fax machine — Laser facsimile machines
  • Notebook computers — Laptop computers
  • Personal 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
  • Graphics or photo imaging software — Microsoft Visio Hot technology
  • Internet browser software — Web browser software
  • Office suite software — Microsoft Office
  • Presentation software — Microsoft PowerPoint Hot technology
  • Project management software — Microsoft SharePoint Hot technology
  • Spreadsheet software — Microsoft Excel Hot technology
  • Word processing software — Microsoft Word

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Detailed Work Activities

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

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Credentials

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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

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 (2015) $32.05 hourly, $66,670 annual
State wages Local Salary Info
 
Employment (2014) 145,000 employees
Projected growth (2014-2024) Average (5% to 8%) Average (5% to 8%)
Projected job openings (2014-2024) 21,900
State trends Employment Trends
 
Top industries (2014)

Source: Bureau of Labor Statistics 2015 wage data external site and 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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