ZGFinancial Modeling and Equity Research Analyst·🟢 Open to work

Economics student learning finance and financial modeling

As a first-year student at IE University, I focus on stock analysis, Excel modeling, and investment write-ups through a value investing externship.

View my work Message Me

Work samples

Portfolio of externship work and class projects showing stock analyses, Excel models, and investment recommendation writeups relevant to equity research and finance roles.

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Oct 2026 · ✅ Verified by Extern
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

As a first-year student at IE University, I focus on stock analysis, Excel modeling, and investment write-ups through a value investing externship.

I am a first-year Economics student at IE University focused on finance. I am building practical skills in financial modeling, stock analysis, and investment research through coursework and a value investing externship with guidance from investor Yinan Zhao.

Externships

Yinan Value Investing & Financial Modeling Externship

Completed · Oct 2026

Experience

Investment & Strategy Intern (Full-time)

SOLTYS INVESTMENT HOLDING GMBH · July 2026

Sales and Trading Analyst (Job Simulation via Forage)

BANK OF AMERICA · October 2025

Strategy Analyst

IEU STRATEGY LAB – NEUROSHEDBIO

Education

British School Madrid, King's College

A-leveld · Class of 2025

IE University

Bachelor In Economics · Class of 2029

Skills

Financial modeling in ExcelEquity research and stock analysisInterpreting alternative dataInvestment recommendation writingMarket trend analysisMicroeconomics (undergraduate)Data analysis basics

Back to work

Yinan Zhao · Oct 2026 ↗

✅ Verified by Extern

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 combined hands-on financial modeling and equity research focused on Russell 2000 value names. Work produced an analyst Stock Card and written analysis for SunCoke Energy (SXC), synthesizing its business model, financials, and risks. Deliverables included a three-sentence growth thesis, measurable checkpoints, and linked findings from the company 10-K.

Yinan Value Investing & Financial Modeling Externship

Download

What I've accomplished

I selected SunCoke Energy (SXC), summarized its business model and financials, wrote a three-sentence growth thesis, listed key risks, and defined measurable checkpoints in a Stock Card.

Project breakdown

View all work

Work samples

Yinan Value Investing & Financial Modeling Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Pick Your StockI chose SunCoke Energy (SXC) and prepared a Stock Card summarizing the investment thesis, risks, and checkpoints.

Read the 10-KI summarized a 10-K, extracted risks and MD&A insights, and reflected on how those items tied to the company's financials.

Map the RisksI finalized a company qualitative research template and compiled a structured company profile, competitors, risks, and catalysts for SunCoke Energy.

Build the ModelI built a historical financial model and documented the drivers behind a five-year projection for the selected company.

Set Your Price TargetI built a five-year, fully linked financial projection model for SunCoke Energy, turning chosen drivers into formulas across the income statement, balance sheet, and cash flow.