Will “Prime Broker” 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
- Mergers and Acquisitions Manager
- Mergers and Acquisitions Consultant
- Mergers and Acquisitions Banker (M&A Banker)
- Mergers and Acquisitions Associate
- Investment Underwriter
- Investment Banker
Tasks for “Prime Broker”
- 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.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Prepare all materials for transactions or execution of deals.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Structure marketing campaigns to find buyers for new securities.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- 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.
- Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Perform securities valuation or pricing.
- Assess companies as investments for clients by examining company facilities.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Create client presentations of plan details.
- Develop and maintain client relationships.
Related Technology & Tools
- Desktop computers
- Computer data input scanners
- Laser facsimile machines
- Personal computers
- Multi-line telephone systems
- Laptop computers
- Photocopying equipment
- Bloomberg Professional
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft SharePoint
- Moody's RiskCalc
- Microsoft Visio
- Moody's KMV CreditEdge
- Web browser software
- Microsoft Word
- Email software
- Microsoft Office