what degree do you need to become an Investment Underwriter
majors for Investment Underwriters

Investment Underwriters

Other names for this job might include Investment Banker, Investment Underwriter, Mergers and Acquisitions Banker (M&A Banker), Prime Broker, Securities Underwriter,

  • $72480
  • 70%
    Job satisfaction
  • Quite Hard
    Becoming one
  • Low
    Job growth
OwlGuru Rank


Be An Investment Underwriter: What You Really Need

In this requirements guide for Investment Underwriters, you will find out what do you need to become an Investment Underwriter and what it takes to become one.

After reading this, you will be able to plan for your future if you want to be an Investment Underwriter.

Degree required

Recommended degree level


1 common question that we always get is what major or degree do I need to become An Investment Underwriter or what courses do I need to take.

We did a survey to ask other Investment Underwriters what did they major in college or university and here are the most popular majors that came up.

Financial Mathematics
Finance, General


schools for Investment Underwriters

Interested in becoming An Investment Underwriter? Find the right schools that can help you to become one. You will need some of your details to get you matched with the right college or university. This service is free thanks to our sponsors.

Questions to ask the university or college:

  1. How many students are in the program?
  2. Is your program accredited?
  3. How many faculty members do you have? Do they hold the right credentials?
  4. What is your job placement rate?
  5. Does your school hold career fairs or other on-campus events with employers? How many employers typically attend?
  6. How many of your students have at least one internship by graduation?

Click to start becoming an Investment Underwriter

How long does it take

Quite Hard

You will need a considerable amount of work-related skill, knowledge or experience to be An Investment Underwriter.

For example: An accountant must complete 4 years of college and work for several years in accounting to be considered qualified.

To become An Investment Underwriter, you will need several years of work-related experience, on-the-job training or vocational training.

How long does it take

Work experience

Job training

To increase your chances of getting a job, you can look for job training while studying to be one.

License and certifications

Do you need any license or certification

Skills required

Knowledge required

As An Investment Underwriter, you may also be required to know how to use certain Financial analysis software, Electronic mail software and Spreadsheet software tools.

Bloomberg Professional (Financial analysis software)
Email software (Electronic mail software)
Microsoft Excel (Spreadsheet software)
Microsoft Office software (Office suite software)
Microsoft PowerPoint (Presentation software)
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Business and Finance
Green New & Emerging
Energy Trading, Research, Design and Consulting Services
Financial and Investment Planning

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Additional resources

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