Will “Investment Banker” be Replaced By Robots? 🤔
Unknown Chance of Automation
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Job Description
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.
Job Details
- The SOC (Standard Occupational Classification) code is 13-2099.03
☝️ Information based on the reference occupation “Investment Underwriters”.
Also Known As…
- Investment Underwriters
- Securities Underwriter
- Prime Broker
- Mergers and Acquisitions Manager
- Mergers and Acquisitions Consultant
- Mergers and Acquisitions Banker (M&A Banker)
- Mergers and Acquisitions Associate
- Investment Underwriter
Tasks for “Investment Banker”
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Supervise, train, or mentor junior team members.
- Structure marketing campaigns to find buyers for new securities.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
- Prepare all materials for transactions or execution of deals.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Direct communications between corporate issuers of new securities and the general public.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Develop and maintain client relationships.
- Create client presentations of plan details.
- Assess companies as investments for clients by examining company facilities.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Perform securities valuation or pricing.
Related Technology & Tools
- Multi-line telephone systems
- Computer data input scanners
- Laser facsimile machines
- Laptop computers
- Desktop computers
- Photocopying equipment
- Personal computers
- Microsoft Visio
- Web browser software
- Microsoft Excel
- Microsoft Office
- Moody's RiskCalc
- Microsoft SharePoint
- Microsoft Word
- Microsoft PowerPoint
- Bloomberg Professional
- Moody's KMV CreditEdge
- Email software