Marcus L.

Marcus L.

5.0

(21)

Equity Research Coach | Wasatch Global Investors

University of Utah Logo

Studied at University of Utah

Wasatch Global Investors Logo

Worked at Wasatch Global Investors

Questions? Start chatting with this coach before you get started.

Marcus's Coaching Offerings

Custom hourly · $69/hr

Get help with Skill Building, Industry Research, and .

Marcus’s Equity Research Qualifications

Experience level: Associate

Welcome to my profile! As an Equity Research Associate at Wasatch Global Investors, I have experience analyzing domestic and international companies, interviewing top management teams, and conducting fundamental, bottom-up business analysis used to make investment decisions. I have also gone through the interview process with many of the industry's top firms and have a bank of interview questions (behavioral and technical), model tests, and networking tips. If you're looking to join the industry or enhance your skills, feel free to reach out—I would love to help you succeed!

Marcus can help with:

Skill Building

Industry Research

Cover Letters

Valuation

Resume Review

Networking Strategy

Financial Analysis

Technical Interview Prep

Equity Research Strategy

Behavioral Interview Prep

View all of Marcus’s categories

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 joined Wasatch Global Investors, a $35B growth-oriented international mutual fund company. My experience at Wasatch provided me with the opportunity to explore and learn about the world through an investing lens. Public equities investing is compelling because it is always different and changing. At a basic level, I think it is fun. On a deeper level, public equities investing requires judgement and introspection. Judgement to make decisions and distill information down to what truly matters. Introspection to be willing to be honest with yourself. It gives you the opportunity to quickly asses what happened vs what you expected would happen. 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 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

Wasatch Global Investors Logo

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 Logo

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.

21 Reviews

Overall Rating

5.0

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Marcus L.

Marcus L.

5.0

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