Marcus L.
5.0
(22)
Studied at University of Utah
Works at Brandes Investment Partners
Successful clients at
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About Marcus
I have always been passionate about investing and curious about the world around me. I have developed a love for learning about new people, places, things, and ideas. I carried this curiosity with me to college, where I became passionate about the world of investing. Following graduation, I have completed the Research Associate program at Wasatch Global Investors and am now in the RA program at Brandes Investment Partners. My experience is in fundamental, bottom-up business analysis. I love analyzing businesses and industries across various countries and cultures. I would love to help you achieve your goals in the industry!
Why do I coach?
Having recently starting a career in the industry myself, I know firsthand how key coaching can be to landing a position in public equities investing. I will be best-suited for students or early career clients who are looking to build skills and/or begin their career in public equities. I will help clients identify great opportunities, and more importantly to to prepare so that they are ready when their chance comes along. I have been through the interview process with many of the industry's top firms and I have a bank of interview questions, resume templates, model tests, and networking tips that I will share with clients. I look forward to working with clients to help them land positions that they are excited about.
Work Experience
Equity Research Associate
Brandes Investment Partners
2025 - Present
Equity Research Associate
Wasatch Global Investors
2022 - 2025
-Supported portfolio managers / senior analysts in all aspects of the investing process (idea generation, coverage of 7-10 owned names, prepared for and led calls with management, competitors, suppliers, customers, and experts; engaged with sell-side brokers -Recent modeling exercises: SOTP pro forma operating performance; company comparable, scenario, and sensitivity analyses -Conducted training and provided mentorship to 6 interns and 2 FTEs; participated as a member of the firm’s Events Committee
Education
University of Utah
Bachelor's Degree, Finance
2018 - 2023
-Finance Major; 3.92 GPA, Cum Laude -Hinckley Congressional Internship for Congressman Chris Stewart in his Washington D.C. office -Participated in the Business Scholars program (business rotational class for freshmen) -Business Scholars Ambassador, Hinckley Institute Ambassador -Participated in Sigma Chi fraternity; participated in school trips to Ghana, Peru, Chicago, Illinois, and Dallas, Texas.
22 Reviews
Overall Rating
5.0
Marcus has helped clients get into these companies: