Details Report for:
13-2099.03 - Investment Underwriters
Intermediate 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 and acquisitions.
This title represents an occupation for which data collection is currently underway.
Tasks | Interests | Work Values | Education | Wages & Employment
Tasks Save Table (XLS/CSV)
- Arrange financing of deals from sources such as financial institutions, agencies, and public or private companies.
- Intermediate between corporate issuers of new securities and the general public.
- Structure and negotiate deals, such as corporate mergers, sales, and acquisitions.
- Advise clients on aspects of capitalization, such as amounts, sources, and timing.
- Analyze financial and operational performance of companies facing financial difficulties to identify and recommend remedies.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Collaborate on projects with teams of other professionals, such as lawyers, accountants, and public relations experts.
- Coordinate due diligence processes and the negotiation and execution of purchase and sale agreements.
- Create client presentations of plan details.
- Develop and maintain client relationships.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Determine desirability of deals to develop solutions to financial problems or to assess the financial and capital impact of transactions, using financial modeling.
- Prepare all materials for transactions and execution of deals.
- Perform securities valuation and pricing.
- Assess companies as investments for clients by examining company facilities.
- Structure marketing campaigns to find buyers for new securities.
- Supervise, train, or mentor junior team members.
Interests Save Table (XLS/CSV)
 Occupational Interest |
Interest |
|
|---|---|---|
95   |
Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. | |
| 89 |
Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. | |
| 33 |
Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally. | |
| 22 |
Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others. | |
| 22 |
Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. | |
| 0 |
Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules. | |
Work Values Save Table (XLS/CSV)
Extent |
Work Value |
|
|---|---|---|
| 72 |
Independence — Occupations that satisfy this work value allow employs to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. | |
| 67 |
Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. | |
| 61 |
Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement. | |
| 58 |
Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. | |
| 56 |
Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status. | |
| 56 |
Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. | |
Education
Education data collected from Financial Specialists, All Other.
Percentage of Respondents |
Education Level Attained |
|---|---|
| 50 |
Bachelor's degree or higher |
| 34 |
Some college |
| 17 |
High school or less |
Source: Bureau of Labor Statistics
survey of employees aged 25-44.
Wages & Employment Trends
National
Median wages data collected from Financial Specialists, All Other.
Employment data collected from Financial Specialists, All Other.
Industry data collected from Financial Specialists, All Other.
| Median wages (2008) | $27.48 hourly, $57,150 annual |
| Employment (2008) | 151,000 employees |
| Projected growth (2008-2018) | 
Average (7% to 13%)
|
| Projected job openings (2008-2018) | 43,200 |
| Top industries (2008) | Finance and Insurance (38% employed in this sector)
Government (22%)
|
State & National
Source: Bureau of Labor Statistics 2008 wage data
and 2008-2018 employment projections
.
"Projected growth" represents the estimated change in total employment over the projections period (2008-2018). "Projected job openings" represent openings due to growth and replacement.