Yinan Zhao logoCurrently an Extern @Yinan Zhao

Junior finance student at Baruch College

I study finance and am building practical skills as I prepare to enter the finance industry after graduation.

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Work samples

Portfolio of class projects and assignments from my finance studies, demonstrating concepts I've learned and skills I'm developing as I prepare for entry-level roles.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logo

    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 study finance and am building practical skills as I prepare to enter the finance industry after graduation.

I am Jonathan Assez, a junior finance student at Baruch College (CUNY) working toward a bachelor's degree. I have limited formal work experience and am preparing to start my professional career in finance.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Experience

Associate Banker

JP Morgan Chase · December 2025 – Present

Teller

CitiBank · July 2025 - October 2025

Sales Associate

Macy’s · July 2024 - August 2025

Education

Bernard M. Baruch College, City University of New York

Bachelor of Business Administration · Class of 2028

SUNY Old Westbury College

Bachelor of Business Administration (BBA)

Skills

Finance fundamentalsFinancial analysis (academic)Excel (coursework)Financial modeling basicsInvestment principles
Back to work
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

Overview

The externship analyzed public companies using financial models and alternative datasets under guidance from Yinan Zhao. The work involved building Excel valuations, interpreting market movements, and synthesizing research into written recommendations. Deliverables included investor-style analyses and modeled forecasts.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced an investor-style Stock Card for a selected Russell 2000 Value company, documented a three-sentence growth thesis, and recorded ownership-signal analysis using a four-part analyst lens.

Project breakdown

I chose HTZ as the stock for analysis, applied the course's four-part lens and ownership signals, and drafted an initial growth thesis and Stock Card-ready notes for further research.

View all work