Yinan Zhao logoYinan Zhao Externship via Extern

First-year Finance student at UConn

I study finance and am building foundational skills and projects while preparing to enter the finance world.

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Work samples

A collection of class assignments, finance exercises, and early projects that show how I apply concepts from my studies and develop practical skills.

  • 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 foundational skills and projects while preparing to enter the finance world.

I am Nick Borja, a first-year Finance student at the University of Connecticut pursuing a bachelor’s degree. I have limited professional experience and I am exploring finance concepts, coursework, and early projects as I prepare to start my career.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Experience

Personal Stock Portfolio Manager

Independent Investor · 2020Present

Office Support

iShop Dreamer · Sep 2026Present

Cleaner

Dufrane Technologies · 2024Present

Receptionist

New Opportunities · Jul 2023Aug 2023

Education

University of Connecticut | Storrs, CT

Bachelor of Science in Finance · Class of 2026

Torrington High School | Torrington, CT

Class of 2026

Skills

Basic financial analysisMicrosoft ExcelFinancial accounting fundamentalsCorporate finance conceptsTime managementAcademic research
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 involved analyzing public equities alongside investor Yinan Zhao, using Excel models and alternative data to evaluate stocks. Work included hands-on market walkthroughs and building financial models that compared valuation metrics and trends. Deliverables documented model outputs and investment assessments.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced a Stock Card for Suncoke Energy that documented ownership signals, applied a four-part analytical lens, summarized cash-flow metrics and core fundamentals, and articulated a concise growth thesis.

Project breakdown

The module presented Suncoke Energy as the chosen Russell 2000 value name. I ran the four-part lens, documented ownership signals, wrote a concise growth thesis, and produced a Stock Card that summarized cash-flow metrics and core fundamentals.

Open Link

I located the company 10-K, reviewed the Business Overview, Risk Factors, MD&A, and financial statements, and populated a consolidated spreadsheet with extracted insights and supporting figures for analyst review.

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