Kai Trotter portrait
Currently an Extern @Yinan Zhao

🟢 Open to work

Investment and Operations Professional

I combine data skills from Eastern University with hands-on financial modeling training from the Yinan externship.

About meView my work

Work samples

Projects show financial models, valuation analyses, and data-driven investment research completed during my coursework and the Yinan externship.

  • 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 combine data skills from Eastern University with hands-on financial modeling training from the Yinan externship.

Kai Trotter has experience in mortgage lending, banking, and institutional asset management, currently supporting fixed income portfolio operations at Reams Asset Management. Kai holds an M.S. in Data Science and is pursuing CFA Level I, combining financial judgment with quantitative and AI driven analysis. Independent projects include a multifamily real estate financial model and an equity research externship building DCF models and investment memos.Kai is always eager to connect with others who share a passion for markets, data, and the future of investing.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Education

Eastern University

MS in Data Science · Class of 2026

Indiana University Bloomington

BA in Media Advertising, Specialization in Media Psychology · Class of 2021

Skills

Financial modelingValuation analysisData analysisPythonStatistical analysisAIExcelInvestment Memos
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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 involved hands-on analysis of public equities using financial models and alternative datasets under guidance from Yinan Zhao. Work combined Excel-based valuation models, market-movement walkthroughs, and comparative company analysis. Deliverables included investment write-ups and modeled financial projections.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I worked on tasks that reproduced professional equity research workflows: market walkthroughs, Excel valuation models, alternative-data analysis, and written investment write-ups.

Project breakdown

View all work