Bank of America – Private Banker Virtual Job Simulation (Forage)
Managed hypothetical client relationships, drafting professional communications and aligning goals like retirement planning and sustainable investing with tailored solutions.
Currently an Extern @Yinan ZhaoNS
Aspiring analyst learning value investing and financial modeling
Early-career candidate focused on valuation, financial models, and investment analysis, trained through a Yinan externship.
Work samples
Portfolio of valuation exercises and financial models completed during the Yinan Value Investing & Financial Modeling Externship, showing applied analysis and model work.
Bank of America – Private Banker Virtual Job Simulation (Forage) Citi Bank - Investment Banking Virtual Job Simulation (Forage) Citi Bank - Investment Banking Virtual Job Simulation (Forage)
Built a target company profile, a five-year financial projection in Excel, a comparable company analysis, and an internal summary report as a buyside analyst on a hypothetical retail acquisition.
Excel
About me
Early-career candidate focused on valuation, financial models, and investment analysis, trained through a Yinan externship.
I am Naim Shamash. I have little formal work experience and am starting my career. I completed the Yinan Value Investing & Financial Modeling Externship to learn valuation and financial modeling techniques and to build practical investment analysis skills.
Externships
Yinan Value Investing & Financial Modeling Externship
Yinan Zhao
Experience
Owner and Operator
Independent Collectibles Resale Business · 2018 – Present
Finance Analyst Intern
Pomerantz LLP · April 2025 – September 2025
Student Portfolio Manager
Hillel Endowment · January 2022 – December 2024
Zicklin Undergraduate Tax Society · January 2021 – September 2024
Education
Baruch College, Zicklin School of Business
BBA in Finance| Minor in Mathematics · Class of 2024
Skills
Value investing fundamentalsFinancial modelingValuation techniquesInvestment analysis
Bank of America – Private Banker Virtual Job Simulation (Forage)
Managed hypothetical client relationships, drafting professional communications and aligning goals like retirement planning and sustainable investing with tailored solutions.
Citi Bank - Investment Banking Virtual Job Simulation (Forage)
Built a target company profile, a five-year financial projection in Excel, a comparable company analysis, and an internal summary report as a buyside analyst on a hypothetical retail acquisition.
Excel
AmplifyME — Asset & Wealth Management Simulation
Ranked top 10 of 150 global participants, generating a 6.4% return on a $15M simulated equity portfolio through systematic risk-return analysis and active monitoring.
AmplifyME — Merger & Acquisition Simulation
Placed 3rd of 10 universities by building Excel-based DCF, comparable companies, and LBO models and delivering a full strategic and financial impact assessment.
Excel
✅ 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 participants with investor-led assignments that involved building valuation models and analyzing public equities. Work included constructing Excel-based financial models, interpreting alternative data and market trends, and drafting investment recommendations alongside guidance from Yinan Zhao.
.jpg)
What I've accomplished
I produced an interactive Stock Card for Bloomin' Brands that combined a company overview, key financials, and a three-sentence growth thesis, exported as an HTML file.
Project breakdown
I selected Bloomin' Brands as my coverage name, compiled a Stock Card with company overview, financials, and a three-sentence growth thesis, and saved the interactive card as an HTML file.
