Investment Underwriters

Investment Underwriter Reviews Financial Documents

Investment underwriters work for banks and other financial institutions, serving as the liaison between the corporate issuers of securities and private equity investment clients. They research the terms of securities and make sure they are acceptable for corporations that need the funds, then they find investors to invest resources based on these terms. Underwriters also negotiate and structure the terms for acquisitions and mergers. There are 123,270 financial specialists, including investment underwriters, employed in the United States, according to the Department of Labor. 

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Quick Facts
Alternate Title(s) None
Duties Manage business deals and communications between corporate issuers of securities and clients with private equity investments; analyze and make recommendations regarding companies' financial operations
Salary Range $25,000 to $100,000
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities exist throughout the country, with the highest levels in California, Texas, Illinois, New Jersey, and Florida.
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience Four or more years experience; internship
Personality Traits
  • Conventional
  • Enterprising
  • Problem-Solving
Skills
  • Business Management
  • Financial
  • Research
Certification or Licensing Recommended
Special Requirements None
Employment Prospects Good
Advancement Prospects Good
Outlook Faster than the Average
Career Ladder
  • Department Head or Manager
  • Senior Investment Underwriter
  • Investment Underwriter
  • Junior Investment Underwriter