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Investment Underwriters

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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.

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

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.

Salary Ranges for Investment Underwriters

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

Investment Underwriter Sectors

References

Bureau of Labor Statistics

College Factual

O*NET Online

Image Credit: Via Wikimedia Commons

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