Will “Investment Underwriter” 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 Banker
Tasks for “Investment Underwriter”
- Perform securities valuation or pricing.
- 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.
- Direct communications between corporate issuers of new securities and the general public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Assess companies as investments for clients by examining company facilities.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Develop and maintain client relationships.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Supervise, train, or mentor junior team members.
- Structure marketing campaigns to find buyers for new securities.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- 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.
- Prepare all materials for transactions or execution of deals.
Related Technology & Tools
- Laser facsimile machines
- Computer data input scanners
- Desktop computers
- Photocopying equipment
- Personal computers
- Multi-line telephone systems
- Laptop computers
- Microsoft Office
- Microsoft Visio
- Web browser software
- Bloomberg Professional
- Microsoft Excel
- Microsoft PowerPoint
- Moody's KMV CreditEdge
- Microsoft SharePoint
- Microsoft Word
- Email software
- Moody's RiskCalc