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”
- Perform securities valuation or pricing.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
- Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
- Supervise, train, or mentor junior team members.
- 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.
- Direct communications between corporate issuers of new securities and the general public.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- 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.
- Structure marketing campaigns to find buyers for new securities.
- Prepare all materials for transactions or execution of deals.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Develop and maintain client relationships.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
Related Technology & Tools
- Desktop computers
- Computer data input scanners
- Multi-line telephone systems
- Photocopying equipment
- Personal computers
- Laser facsimile machines
- Laptop computers
- Microsoft Visio
- Moody's KMV CreditEdge
- Bloomberg Professional
- Microsoft SharePoint
- Microsoft Excel
- Email software
- Web browser software
- Microsoft PowerPoint
- Microsoft Word
- Moody's RiskCalc
- Microsoft Office