Century Fund · Dec 2026
Equity Research Report 1st Page
Equity Research
Yinan Zhao Externship via Extern·🟢 Open to work
First-year Finance student at the University of Miami
I am studying finance while building foundational skills and exploring internships, student groups, and projects to start my career.
Work samples
A snapshot of coursework, class projects, and campus activities that reflect my developing finance skills and interests.
Equity Research Report 1st Page Yinan Value Investing & Financial Modeling Externship .jpg)
Yinan Zhao · ✅ Verified by Extern · ⏱️ In progress
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
About me
I am studying finance while building foundational skills and exploring internships, student groups, and projects to start my career.
I am Jonah Goldstein, a first-year Finance student at the University of Miami pursuing a Bachelors degree. I have limited formal work experience and am exploring finance topics, coursework, and campus opportunities as I begin my career path.
Externships
Yinan Value Investing & Financial Modeling Externship
In progress
Experience
Personal Investor
Self-Directed · January 2020 – Present
Supervisor / Shift Lead
Jedidiah Coffee · June 2025 – August 2026
City Treasurer
California Boys and Girls State · June 2025 – July 2025
Education
University of Miami
Bachelor of Science in Finance · Class of 2030
Laguna Beach High School
High School Diploma, summa cum laude · Class of 2026
Skills
Introductory finance conceptsMicrosoft Excel (basic)Financial statement readingAcademic researchCampus collaborationEquity ResearchValue Investing
Back to work
Century Fund · Dec 2026
Equity Research Report 1st Page
Equity Research
Overview
✅ Verified by Extern · ⏱️ In progress
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 externship paired structured study with hands-on equity analysis alongside investor Yinan Zhao. The work involved building financial models in Excel, interpreting alternative data and market trends, and producing written investment recommendations. Deliverables included valuation models and written analyses of selected stocks.
What I've accomplished
I completed structured modules and hands-on analysis that produced financial models, data-driven findings, and written equity assessments. Below are the specific outputs I delivered during the externship.
