Marshall H.

Marshall Heiser

PE & IB Recruiting | BDT & MSD Associate | Duke Grad | Vista Alum

Duke University Logo

Studied at Duke University

BDT & MSD Logo

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

View all of Marshall’s categories

Work Experience

BDT & MSD Logo

Associate

BDT & MSD

August 2024 - Present

BDT & MSD Logo

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.

Vista Equity Partners Logo

Private Equity Summer Analyst

Vista Equity Partners

June 2021 - August 2021

Marshall was also given offers to work at

  • Ares Management Logo

    Ares Management

  • Vista Equity Partners Logo

    Vista Equity Partners

  • TA Associates Logo

    TA Associates

  • Morgan Stanley Logo

    Morgan Stanley

Education

Duke University Logo

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 Logo

    Northwestern University

  • University of Southern California Logo

    University of Southern California

  • University of Virginia, Charlottesville Logo

    University of Virginia, Charlottesville

  • University of Michigan - Ann Arbor Logo

    University of Michigan - Ann Arbor

  • Emory University Logo

    Emory University

  • University of North Carolina at Chapel Hill Logo

    University of North Carolina at Chapel Hill

  • Boston College Logo

    Boston College

Marshall H.

Marshall H.

Sign in
Free events