Yinan Zhao Externship via ExternPursuing a bachelor's in finance, gaining practical experience and preparing to start a finance career.
Projects and tasks from my studies and early work that demonstrate financial analysis, problem solving, and readiness for entry-level finance roles.
HP Tech Ventures · Oct 2026✅ Verified by ExternAn externship with HP Tech Ventures focused on sourcing and evaluating early-stage technology startups for potential investment.
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Yinan Zhao✅ Verified by Extern⏱️ In progressGain 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.
Pursuing a bachelor's in finance, gaining practical experience and preparing to start a finance career.
I am Kalise Young, a junior finance student at Augusta State University working toward a bachelor's degree. I have some work experience and am exploring opportunities to translate my studies into professional finance roles.
Externships
Yinan Value Investing & Financial Modeling Externship
In progress
Experience
Finance and Operations Coordinator
Young's Paving · 2026-Present
Real Estate Agent
Purvis Huggins Realty · September 2025-Present
Education
Augusta University
Finance · Class of 2027
Skills
✅ Verified by Extern
An externship with HP Tech Ventures focused on sourcing and evaluating early-stage technology startups for potential investment.
The externship examined methods for discovering and evaluating early-stage tech startups, covering market analysis, due diligence, and investment memo preparation. The work combined thesis development with applied research and produced written analyses and screening criteria.
I sourced three early-stage startups using AI and platform searches, recorded key data and fit notes in a spreadsheet, and produced a ranked shortlist for follow-up due diligence.
✅ Verified by Extern · ⏱️ In progress
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.
The externship explored value investing through hands-on equity analysis alongside Yinan Zhao's framework. The work included building financial models in Excel and interpreting market movements and alternative data. Deliverables documented model outputs and investment reasoning.
I selected Cracker Barrel (CBRL) after applying the externship's screening criteria and produced an initial Stock Card summarizing the investment thesis and key model outputs.
The work showed selection of Cracker Barrel (CBRL) for further analysis after applying the module's screening lens and ownership signals, and I prepared an initial Stock Card to carry into later weeks.
I searched for and retrieved the firm's official 10-K filing, confirmed it was the correct annual report, and submitted proof of finding as the project deliverable.
I compiled a final qualitative template for Cracker Barrel, reviewed public filings and calls, documented segments, revenue mix, FY26 financials, competitors, and listed risks and catalysts with sourced notes and formulas in the spreadsheet.
