Will “Investment Underwriters” 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
Also Known As…
- 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
- Investment Banker
Tasks for “Investment Underwriters”
- Develop and maintain client relationships.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Supervise, train, or mentor junior team members.
- Create client presentations of plan details.
- Assess companies as investments for clients by examining company facilities.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Perform securities valuation or pricing.
- 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.
- Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Structure marketing campaigns to find buyers for new securities.
- Prepare all materials for transactions or execution of deals.
- 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.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- 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.
Related Technology & Tools
- Laptop computers
- Laser facsimile machines
- Computer data input scanners
- Personal computers
- Multi-line telephone systems
- Photocopying equipment
- Desktop computers
- Email software
- Microsoft Excel
- Microsoft Visio
- Bloomberg Professional
- Microsoft Word
- Microsoft SharePoint
- Microsoft PowerPoint
- Web browser software
- Microsoft Office
- Moody's KMV CreditEdge
- Moody's RiskCalc