What Does it Take to Be an Investment Underwriter?

Career 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.

Life as an Investment Underwriter: What Do They Do?

• Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
• Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
• Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
• Create client presentations of plan details.
• Direct communications between corporate issuers of new securities and the general public.
• Structure marketing campaigns to find buyers for new securities.

Types of Investment Underwriters

• Brand Analyst
• Acquisitions Consultant
• Acquisition Specialist
• Mergers and Acquisitions Manager
• Investment Underwriter

Job Outlook for Investment Underwriters

In 2016, there was an estimated number of 135,900 jobs in the United States for Financial Specialists.

New jobs are being produced at a rate of 9.6% which is lower than average. The Bureau of Labor Statistics predicts 13,100 new jobs for Investment Underwriters by 2026. The BLS estimates 13,100 yearly job openings in this field per year.

The states with the most job growth for Financial Specialists are Texas, California, and Florida.

Watch out if you plan on working in South Dakota, Wyoming, or Maine. These states have the worst job growth for this type of profession.

What is the Average Salary of an Investment Underwriter

The typical yearly salary for Financial Specialists is somewhere between $38,030 and $123,360. An Investment Underwriter median salary is $70,280.

How much do Financial Specialists make in different U.S. states?

Annual Mean Salary by State

State	Annual Mean Salary
District of Columbia	$107,760
New York	$96,480
Illinois	$93,200
Massachusetts	$88,370
Virginia	$87,810
Georgia	$85,610
Colorado	$83,800
Arizona	$82,200
New Jersey	$81,660
Delaware	$80,950
California	$80,720
Nebraska	$79,250
Ohio	$78,960
Connecticut	$77,690
New Hampshire	$77,670
Rhode Island	$77,610
Maryland	$77,440
North Dakota	$77,400
North Carolina	$76,050
Alabama	$75,170
Pennsylvania	$74,880
Minnesota	$74,190
Missouri	$74,050
Washington	$73,790
Vermont	$72,600
Oklahoma	$72,520
Oregon	$71,980
Texas	$70,830
Iowa	$69,480
Michigan	$69,480
Utah	$69,340
South Carolina	$69,340
West Virginia	$68,180
Alaska	$68,040
Montana	$67,820
Florida	$67,520
Indiana	$66,590
Maine	$65,430
Tennessee	$65,200
Mississippi	$63,650
New Mexico	$61,940
Louisiana	$61,170
Wisconsin	$60,120
Wyoming	$59,190
Nevada	$58,150
Kentucky	$57,030
Idaho	$56,440
Kansas	$55,300
South Dakota	$53,080
Arkansas	$43,580

What Tools & Technology do Investment Underwriters Use?

Below is a list of the types of tools and technologies that Investment Underwriters may use on a daily basis:

• Microsoft SharePoint
• Microsoft Office
• Microsoft Visio
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint

Where Investment Underwriters Work

References

Bureau of Labor Statistics

College Factual

O*NET Online

Image Credit: Via Wikimedia Commons