What does an Investment Underwriter do?

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.

Jobs Roles

  • Structure marketing campaigns to find buyers for new securities.
  • Supervise, train, or mentor junior team members.
  • Assess companies as investments for clients by examining company facilities.
  • Prepare all materials for transactions or execution of deals.
  • Perform securities valuation or pricing.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Develop and maintain client relationships.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • Create client presentations of plan details.
  • Coordinate due diligence processes and the negotiation or execution of purchase or sale agreements.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Direct communications between corporate issuers of new securities and the general public.
  • Structure or negotiate deals, such as corporate mergers, sales, or acquisitions.
  • Arrange financing of deals from sources such as financial institutions, agencies, or public or private companies.
  • Arrange deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
Investment Admin Consultant at Sanlam Group in Tygervalley 12 hours ago
Senior Investment Analyst at Candidate Connect in Cape Town 15 hours ago
Retail Investment Administrator at Talent ID in Cape Town 18 hours ago
Financial Accountant (Retail Investment Industry) at Talent ID in Cape Town 19 hours ago
Senior Investment Analyst - Private Equity at Candidate Connect in Cape Town CBD 1 day ago
Exec Ass to the CEO(Graduate Finance & Investment) at Montana Resourcing (PTY) Ltd in Sandhurst 1 day ago
OM Investment Administrators (OMIA) (Permanent) at Old Mutual Life Assurance Company in Pinelands 1 day ago
OM Investment Administrators (OMIA) (Fixed Term Contract) at Old Mutual Life Assurance Company in Pinelands 1 day ago
Investment Administrator at SDK Consulting in Johannesburg 1 day ago
Health Care Underwriter at BBP Group in Bellville 1 day ago