Currently an Extern @Yinan Zhao
Value investing and financial modeling, practiced hands-on
I analyze stocks with an investor-led externship, build Excel models, and turn data into clear investment recommendations.
Work samples
Portfolio items show Excel valuation models, data-driven analysis, market-trend notes, and investment write-ups completed during the Yinan Zhao externship.
About me
I analyze stocks with an investor-led externship, build Excel models, and turn data into clear investment recommendations.
I am studying Accounting and Finance, pursuing a Bachelor of Business Administration (BBA). With professional banking experience, I possess strong analytical skills. My expertise includes financial statement analysis, credit analysis, valuation, risk assessment, and evaluating client finances. I am proficient in Excel and financial reporting, and I have hands-on experience analyzing balance sheets, income statements, and cash flow statements. I am seeking an Accounting, Audit, Tax, or Financial
Externships
Yinan Value Investing & Financial Modeling Externship
Yinan Zhao
Experience
Financial Center Consultant II
EECU · Sept 2025-Present
Value Investing & Valuation Modeling Internship | Extern
PZENA · 2025 June-Present
Senior Personal Banker
First Convenience Bank · June 2024-Sept 2025
Education
University of Houston
Bachelor of Business Administration (BBA), Accounting & Finance, GPA 3.6 · Class of 2027
Tarrant County College
Associate of Arts (AA) - Business Analytics, GPA 3.7
Skills
✅ 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.
Overview
The externship screened Russell 2000 value names and concentrated analysis on Amneal Pharmaceuticals (AMRX). The work applied a four-part analyst lens, produced a Stock Card seeded with a three-sentence growth thesis, and extracted the 10-K Business Overview into a structured, cited spreadsheet documenting products, markets, and strategy.
.jpg)
What I've accomplished
I produced a Stock Card for Amneal Pharmaceuticals (AMRX) using a four-part analyst lens, recorded ownership signals, drafted a three-sentence growth thesis, and delivered a structured, cited extract of the 10-K Business Overview.
Project breakdown
I selected Amneal Pharmaceuticals (AMRX) after screening Russell 2000 Value names. I applied the four-part analyst lens, documented ownership signals, and drafted a three-sentence growth thesis to seed the Stock Card for further analysis.
I reviewed the company's Business Overview in its 10-K, summarized key products, markets, and strategy, and entered structured findings into a spreadsheet. The submission produced a documented extract of business fundamentals and supporting notes.