Investment Underwriters

What they do:

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.

On the job, you would:

  • 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.
  • Determine desirability of deals to develop solutions to financial problems or to assess the financial and capital impact of transactions, using financial modeling.
  • 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.




Work Activities


  • 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.
  • 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.
  • First Interest High-Point
  • Primary-Rank Descriptiveness
  • Second Interest High-Point
  • Secondary-Cutoff/Rank Descriptiveness
  • 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.
  • 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.
  • Social
  • Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
  • 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.
  • Third Interest High-Point
  • Tertiary-Cutoff/Rank Descriptiveness

Work Styles