TikTok Externship via Extern·🟡 Open to consulting

Aspiring Portfolio Manager

As a Business Administration student focused on financial data analysis, I gained practical experience through an externship in value investing.

View my work Message Me

Work samples

Explore my diverse projects, including hands-on externships focused on finance, investment modeling, and real-world skills development.

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Sep 2026 · ✅ Verified by Extern
Yinan Value Investing & Financial Modeling Externship
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.
Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel
High-Impact Stock Analysis Project: Developing a standardized equity research and stock-rating framework for portfolio analysis.
Extern
High-Impact Stock Analysis Project: Developing a standardized equity research and stock-rating framework for portfolio analysis.
TikTok: Social Media Content & Brand Strategy Externship
TikTok · ✅ Verified by Extern · ⏱️ In progress
TikTok: Social Media Content & Brand Strategy Externship
Digital MarketingBrand StrategyContent CreationStorytelling

About me

As a Business Administration student focused on financial data analysis, I gained practical experience through an externship in value investing.

Business Administration student and aspiring financial analyst focused on equity research, stock market analysis, valuation, and portfolio management. Currently developing my expertise in financial analysis, fundamental research, and investment strategy with the long-term goal of becoming an equity analyst and portfolio manager.

Externships

TikTok: Social Media Content & Brand Strategy Externship

In progress

Experience

Quality Assurance Engineer

Reconnext · Sep 2024 - Sep 2026

Education

WGU

BA Business Management · Class of 2027

Skills

Business AdministrationFinancial ModelingInvestment AnalysisData InterpretationMarket Trends EvaluationData Analysis

Back to work

Yinan Zhao · Sep 2026 ↗

✅ Verified by Extern

Yinan Value Investing & Financial Modeling Externship

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.

Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel

Overview

The work produced a stock-level research dossier on Silicon Motion Technology Corporation (SIMO). The project combined a semiconductor screen and peer comparisons with an in-depth filings and earnings review that documented declining cash and rising operating expenses. It also mapped competitors, customer-concentration risk, call sentiment, and a 3–5 year financial forecast.

Yinan Value Investing & Financial Modeling Externship

Download

What I've accomplished

I produced a research dossier on Silicon Motion (SIMO) that included peer comparisons, a filings-based review noting cash and inventory risks, earnings-call sentiment analysis, and a 3–5 year financial model with margin and growth projections.

Project breakdown

View all work

Back to work

Extern

High-Impact Stock Analysis Project: Developing a standardized equity research and stock-rating framework for portfolio analysis.

View all work

Work samples

Yinan Value Investing & Financial Modeling Externship

High-Impact Stock Analysis Project: Developing a standardized equity research and stock-rating framework for portfolio analysis.

TikTok: Social Media Content & Brand Strategy Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Basics of Equity Research & Company SelectionI selected a semiconductor stock and tracked its price and fundamentals across the module.

Company Deep Dive with 10-Ks and Management InsightsI analyzed Silicon Motion's earnings release and financials, extracting trends in cash, expenses, and product demand.

Analyzing Competition, Risks & CatalystsI completed a competitors and risks analysis for Silicon Motion, identifying peers, downside risks, catalysts, and sentiment across investor materials.

Building the Financial ModelI built a three-year financial forecast and calculated income-statement ratios for a selected company using historical data and modelled future quarters.

Valuing the Company and Developing a Price TargetI built multi-scenario valuation models and set price targets for a selected company.

High-Impact Stock Analysis Project: Developing a standardized equity research and stock-rating framework for portfolio analysis.

TikTok: Social Media Content & Brand Strategy Externship

Overview

What I've accomplished

Project breakdown

Rate Some Pro Crew Gear’s Social MediaI evaluated Some Pro Crew Gear’s TikTok account, rating recent posts by format and engagement, and recording observable patterns in reach, likes, and comment activity.