JMData Analytics Intern·🟡 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.

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Work samples

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

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

Yinan Value Investing & Financial Modeling Externship

Completed · Sep 2026

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
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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
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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

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Extern

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

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