Will “Securities 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
- Prime Broker
- 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 “Securities Underwriter”
- Direct communications between corporate issuers of new securities and the general public.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Perform securities valuation or pricing.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Develop and maintain client relationships.
- Assess companies as investments for clients by examining company facilities.
- Supervise, train, or mentor junior team members.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- 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.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Create client presentations of plan details.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- 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.
- Structure marketing campaigns to find buyers for new securities.
Related Technology & Tools
- Laser facsimile machines
- Laptop computers
- Multi-line telephone systems
- Computer data input scanners
- Desktop computers
- Photocopying equipment
- Personal computers
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Visio
- Bloomberg Professional
- Email software
- Moody's KMV CreditEdge
- Microsoft Word
- Web browser software
- Microsoft SharePoint
- Moody's RiskCalc
- Microsoft Excel