Currently an Extern @Yinan Zhao
I'm a Finance student with hands-on experience in value investing, ready to apply analytical thinking and financial modeling to make informed investment and business decisions.
Explore a collection of projects where I apply financial analysis, investment research, and data-driven insights to evaluate businesses, solve problems, and support informed decision-making.
Yinan Zhao · Aug 2026 · ✅ Verified by Extern
A value-investing externship focused on stock selection and financial-modeling workflows applied to the Russell 2000 Value index.
Jul 2026
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
I'm a Finance student with hands-on experience in value investing, ready to apply analytical thinking and financial modeling to make informed investment and business decisions.
I’m a Finance student at DePaul University with a passion for banking, financial analysis, and investment research. I enjoy combining analytical thinking with relationship building to understand businesses, solve problems, and support better financial decisions. Through my academic and professional experiences, I’ve developed skills in financial modeling, valuation, Excel, SQL, and Power BI while continuing to strengthen my communication and teamwork abilities. I’m always looking for opportunities to learn, take on new challenges, and grow into a well-rounded finance professional.
Externships
Yinan Value Investing & Financial Modeling Externship
Yinan Zhao
Experience
Attronica Financial Planning & Analysis Externship
Extern · Aug 2026 - Sep 2026
Yinan Value Investing & Financial Modeling Externship
Extern · Jul 2026 - Aug 2026
Finance & Operations Assistant
Zenshi Sushi Restaurant · Jan 2025 - Jun 2026
Civic & Cultural Education Intern
Burmese American Community Institute · May 2024 - Aug 2024
Education
DePaul University
Bachelor of Science in Finance · Class of 2027
College of DuPage
Business Administration Coursework (Transferred)
Skills
✅ Verified by Extern
A value-investing externship focused on stock selection and financial-modeling workflows applied to the Russell 2000 Value index.
I gained hands-on experience in value investing by collaborating with seasoned investor Yinan Zhao. Through comprehensive analysis of the Russell 2000 Value index, I developed key skills in financial modeling, data interpretation, and crafting investment recommendations, which are essential for a successful career in finance and equity research.
I produced a Stock Card and linked analyses that documented AI-assisted research methods, a 10-K review distinguishing key versus boilerplate items, earnings-call sentiment, competitor mapping, and a mapped set of downside risks and potential catalysts.
Jul 2026
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
Jul 2026
Evaluated business client financial performance to assess credit needs and develop financing recommendations
Evaluated business client financial performance to assess credit needs and develop financing recommendations
