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”
- Create client presentations of plan details.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Develop and maintain client relationships.
- 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.
- Structure marketing campaigns to find buyers for new securities.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
- 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.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Direct communications between corporate issuers of new securities and the general public.
- Perform securities valuation or pricing.
- 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.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Supervise, train, or mentor junior team members.
- 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.
Related Technology & Tools
- Computer data input scanners
- Desktop computers
- Personal computers
- Multi-line telephone systems
- Laser facsimile machines
- Photocopying equipment
- Laptop computers
- Moody's RiskCalc
- Bloomberg Professional
- Microsoft Visio
- Web browser software
- Email software
- Moody's KMV CreditEdge
- Microsoft SharePoint
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Office