Yinan Zhao Externship via ExternI combine financial analysis, economic research, and clear reporting to turn data into actionable investment and policy insights.
Project work includes company equity research with valuation and market outlooks, and an economics study on minimum-wage policy. Each piece pairs quantitative models with clear recommendations.
Developed an independent equity research portfolio analyzing JPMorgan Chase, NVIDIA, and RTX through fundamental, financial, valuation, and macroeconomic analysis. Applied P/TBV, forward P/E, and scenario-based valuation frameworks to develop price targets and BUY/HOLD recommendations; built a 6-12 month U.S. market outlook using GDP, inflation, Federal Reserve policy, labor-market conditions, and Treasury yields.
Analyzed federal and state minimum-wage policies and their effects on labor markets, consumers, economic efficiency, and unintended outcomes. Synthesized evidence from multiple credible economic sources and communicated findings through concise analysis and recommendations.
I combine financial analysis, economic research, and clear reporting to turn data into actionable investment and policy insights.
I am Armando Acevedo, a Finance major at Trinity University with coursework in business administration and hands-on experience in sales and investment research. I build financial models, track and report data, and synthesize economic research. I work in Excel, Google Workspace and ClickUp, and I speak Spanish.
Externships
Yinan Value Investing & Financial Modeling Externship
In progress
Experience
Sales Intern
Terra Pave International · Summer 2025
Education
Trinity University
Finance Major · Class of 2028
Northeast Lakeview College
Business Administration
Skills
Developed an independent equity research portfolio analyzing JPMorgan Chase, NVIDIA, and RTX through fundamental, financial, valuation, and macroeconomic analysis. Applied P/TBV, forward P/E, and scenario-based valuation frameworks to develop price targets and BUY/HOLD recommendations; built a 6-12 month U.S. market outlook using GDP, inflation, Federal Reserve policy, labor-market conditions, and Treasury yields.
Analyzed federal and state minimum-wage policies and their effects on labor markets, consumers, economic efficiency, and unintended outcomes. Synthesized evidence from multiple credible economic sources and communicated findings through concise analysis and recommendations.
✅ Verified by Extern · ⏱️ In progress
Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.
The externship paired hands-on equity research with financial modeling practice alongside guidance from Yinan Zhao. Work included building Excel models, analyzing alternative data and market trends, and preparing investment write-ups. Deliverables combined valuation models and written investment recommendations.
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I worked through a sequence of analyst-focused modules, building financial models, examining alternative datasets, and producing equity research write-ups that reflected the externship deliverables.
