Investment Underwriters

Finance > Securities & Investments

Projected Growth: Average

Projected Job Openings

Job Description

Your job is to 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.

Common job titles of Investment Underwriters include:

Experience and Education

Essential Tasks

    Structure marketing campaigns to find buyers for new securities.

    Supervise, train, or mentor junior team members.

    Assess companies as investments for clients by examining company facilities.

    Prepare all materials for transactions or execution of deals.

    Perform securities valuation or pricing.

    Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

    Develop and maintain client relationships.

    Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

    Create client presentations of plan details.

    Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.

    Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

    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.

    Advise clients on aspects of capitalization, such as amounts, sources, or timing.

    Direct communications between corporate issuers of new securities and the general public.

    Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.

    Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.

    Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.

    Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

Regular Tasks

Occasional Tasks


Photocopying equipment

Personal computers

Multi-line telephone systems

Laser facsimile machines

Laptop computers

Desktop computers

Computer data input scanners


Bloomberg Professional

Moody’s KMV CreditEdge

Moody’s RiskCalc


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