
Marshall Heiser
PE & IB Recruiting | BDT & MSD Associate | Duke Grad | Vista Alum
Studied at Duke University
Works at BDT & MSD
Available Monday at 4:00 PM UTC
Questions? Start chatting with this coach before you get started.
Marshall's Coaching Offerings
Custom hourly · $100/hr
Get help with Leadership, General Exploration, and .
Marshall’s Career Coaching Qualifications
Experience level: Associate
I graduated from Duke University and have spent my post-undergrad career as an Associate at BDT & MSD Partners, working across private equity investing and M&A advisory. Earlier in my career, I worked at Vista Equity Partners in their Private Equity group and received a full-time offer. Over the years, I’ve successfully participated in recruiting processes with offers across investment banking, private equity, growth equity, and a range of other buy-side roles. At BDT & MSD Partners, I’ve also seen recruiting from the other side: screening, interviewing, and evaluating candidates. For the past six years, I’ve consistently coached and advised friends, colleagues, and candidates across financial services, helping them refine their story, define a path, network effectively, prepare for interviews, navigate recruiting timelines, and leverage networks effectively. My approach is direct, practical, and honest about trade-offs, with a sharp focus on process execution and constant progress. If you’re looking to land a job in finance and searching for clear guidance from someone who’s navigated multiple recruiting paths and helped others do the same, I’m excited to help.
Marshall can help with:
Leadership
General Exploration
Professional Networking
Skill Building
Networking Strategy
Job Search Strategies
Interview Prep
Career Planning
Resume Review
Personal Branding
Work Experience
Associate
BDT & MSD
August 2024 - Present
Analyst
BDT & MSD
July 2022 - July 2024
BDT & MSD Partners is a merchant bank with an advisory and investment platform built to serve the distinct needs of business owners and strategic, long-term investors.
Private Equity Summer Analyst
Vista Equity Partners
June 2021 - August 2021
Marshall was also given offers to work at
Ares Management
Vista Equity Partners
TA Associates

Morgan Stanley
Education
Duke University
Bachelor of Science - BS, Economics, Finance Concentration, Markets and Management Certificate, Sociology Minor
Duke Community Consulting (Co-Director) Federal Reserve Challenge Team (Founding Member) Scale & Coin Business Society (Alumni Chair) Sigma Nu Fraternity (Alumni Chair)
Marshall was also personally admitted to
Northwestern University

University of Southern California
University of Virginia, Charlottesville

University of Michigan - Ann Arbor
Emory University
University of North Carolina at Chapel Hill
Boston College