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Investment Underwriter

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What Does it Take to Be an Investment Underwriter?

Investment Underwriter Example 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.

Investment Underwriter Responsibilities

  • Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
  • Prepare all materials for transactions or execution of deals.
  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.

Types of Investment Underwriter Jobs

  • Acquisition Analyst
  • Mergers and Acquisitions Manager
  • Acquisitions Consultant
  • Acquisition Specialist
  • Mergers and Acquisitions Associate

Job Outlook for Investment Underwriters

In 2016, there was an estimated number of 135,900 jobs in the United States for Investment Underwriter. New jobs are being produced at a rate of 9.6% which is above the national average. The Bureau of Labor Statistics predicts 13,100 new jobs for Investment Underwriter by 2026. Due to new job openings and attrition, there will be an average of 13,100 job openings in this field each year.

Forecasted Number of Jobs for Investment Underwriters in U.S.

The states with the most job growth for Investment Underwriter are Utah, Nevada, and Arizona. Watch out if you plan on working in South Dakota, Maryland, or Alaska. These states have the worst job growth for this type of profession.

Investment Underwriter Average Salary

The salary for Investment Underwriters ranges between about $38,030 and $123,360 a year.

Salary Ranges for Investment Underwriters

Investment Underwriters who work in District of Columbia, Virginia, or Illinois, make the highest salaries.

How much do Investment Underwriters make in different U.S. states?

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

What Tools do Investment Underwriters Use?

Although they’re not necessarily needed for all jobs, the following technologies are used by many Investment Underwriters:

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

Where Investment Underwriters Work

Investment Underwriter Sectors

The table below shows some of the most common industries where those employed in this career field work.

Investment Underwriter Industries

References:

Image Credit: Dave Dugdale via Creative Commons Attribution-Share Alike 2.0 Generic

More about our data sources and methodologies.

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