Investment Underwriters

Course Advisor; United States; On-site; USD 38,030 - 123,360; Full time

Job summary

Course Advisor is looking for an Investment Underwriter to manage communications or negotiations involving securities and clients concerning private equity investments. The ideal candidate will assess companies for investment, structure marketing campaigns, and analyze financial performance to identify solutions. Knowledge of financial markets and experience in negotiations is crucial. The position demands strong analytical skills, client-facing abilities, and proficiency with various analytical tools. Investments underwriters can earn between $38,030 and $123,360 annually, with the highest salaries found in DC, Virginia, or Illinois.

Qualifications

• Manage communications or negotiations between issuers of securities and clients regarding investments.
• Negotiate and structure the terms of mergers or acquisitions.

Responsibilities

• Assess companies as investments for clients by examining company facilities.
• Structure marketing campaigns to find buyers for new securities.
• Develop and maintain client relationships.
• Create client presentations of plan details.
• Arrange financing of deals.
• Analyze financial performance of companies.

Job description

Investment Underwriter

What Does it Take to Be an Investment Underwriter?

Position 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 Duties

• Assess companies as investments for clients by examining company facilities.
• Structure marketing campaigns to find buyers for new securities.
• Develop and maintain client relationships.
• Create client presentations of plan details.
• Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
• Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.

Tools Used

• Microsoft Excel
• Microsoft Word
• Microsoft Office
• Microsoft PowerPoint
• Web browser software
• Email software
• Microsoft Visio
• Microsoft SharePoint
• Bloomberg Professional
• Moody’s KMV CreditEdge

Salary

Investment Underwriters make between $38,030 and $123,360 a year.

Highest salaries are found in District of Columbia, Virginia, or Illinois.