Investment Underwriter

Assess the risks of investment deals so that both parties profit.
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Quick Stats


Salary Range
$36,000 – $104,000

Data from U.S. Department of Labor

What do Investment Underwriters do?

Investment Underwriters manage negotiations and deals between companies offering securities, such as stocks, and clients interested in these investments. They review the terms of a deal and write up the agreement. Investment Underwriters cover situations such as an institution investing money into a promising company or a merger between two organizations.

Both parties involved hope to gain money from the transaction. Your primary role as an Investment Underwriter is helping your clients strike a deal that benefits both sides. The CEO of a business wants investments to grow and expand her business, while clients make investments hoping to earn a return. If the company succeeds, so do the clients.

Much of your time is spent in the office talking with clients or going over paperwork. Crunching numbers and imagining “What if?” scenarios lets you determine the risk level of a particular investment. Clients rely on you to steer them clear of danger.

Once the deal is done, you keep an eye on the company to see how it’s performing. You need the skills of an Accountant to spot financial storm clouds in the distance, paired with the smarts of an Analyst to steer the company back into calm waters. All investments come with risks, but your financial know-how keeps those risks from climbing too high.

Should I be an Investment Underwriter?

You should have a bachelor's degree or higher and share these traits:
  • Detail Oriented: You pay close attention to all the little details.
  • Logical Thinker: You take a step-by-step approach to analyze information and solve problems.
  • Trustworthy: You are known for your personal integrity and honesty.

  • Also known as: Securities Underwriter

    How to become an Investment Underwriter

    We recommend at least a Bachelor's degree. Check out these schools offering Investment Underwriter-related education!
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