Mangusta Capital logoCurrently an Extern @Mangusta Capital

Aspiring Data Analyst

I'm a junior at UMass Boston, passionate about data analytics and eager to sharpen my skills for a successful career in finance and investment.

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Work samples

Explore my projects showcasing skills in data analytics, financial modeling, and investment strategies gained from real-world experiences.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logo

    Yinan Zhao · Aug 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
  • Clear-View Energy (Renewable Energy)
    Clear-View Energy (Renewable Energy)

    Conducted benchmarking across New England and Southeast renewable energy markets identifying ESG mandates and a $0.02 per kWh cost advantage as key adoption drivers for Clear-View Energy, contributing analysis that informed a rate reduction from $0.18 to $0.16 per kWh to improve customer acquisition, retention, and drive clean energy adoption

About me

I'm a junior at UMass Boston, passionate about data analytics and eager to sharpen my skills for a successful career in finance and investment.

I am a junior at the University of Massachusetts Boston, focused on building my skills in data analytics. While I have some experience, I feel I am still at the beginning of my career journey, eager to learn and grow in the field.

Externships

Mangusta Capital Deal Sourcing & Startup Analysis Externship

Mangusta Capital

Experience

Equity Research Extern

Yinan Value Investing & Financial Modeling Program · May 2026 – Present

Community Engagement Intern

MASSPIRG · September 2023 – February 2024

Accounting & IT Intern

Chickways Freight Forwarders · June 2023 – September 2023

Education

University of Massachusetts, Boston, Boston, MA, United States

Accelerated MBA in Business Analystics & Finance · Class of 2028

University of Massachusetts, Boston, Boston, MA, United States

BS in Engineering Physics; Concentration in Organic Chemistry & Computer Science · Class of 2027

Skills

Data AnalyticsFinancial ModelingExcelMarket AnalysisInvestment Recommendations
Back to works
Yinan Zhao · Aug 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

During my externship with Yinan Zhao, I gained valuable experience in value investing and financial modeling. I engaged in comprehensive stock analyses, utilized AI tools for research, and interpreted financial documents. This hands-on experience enhanced my skills in evaluating market trends and crafting investment recommendations, preparing me for a career in finance and equity research.

Yinan Value Investing & Financial Modeling Externship
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What I've accomplished

I produced a linked three-statement Excel model and a driver-defense package, a Stock Card for Amneal Pharmaceuticals, a populated 10-K findings spreadsheet, and a locked qualitative research template summarizing risks, segmentation, and competitors.

Project breakdown

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Clear-View Energy (Renewable Energy)

Conducted benchmarking across New England and Southeast renewable energy markets identifying ESG mandates and a $0.02 per kWh cost advantage as key adoption drivers for Clear-View Energy, contributing analysis that informed a rate reduction from $0.18 to $0.16 per kWh to improve customer acquisition, retention, and drive clean energy adoption

View all works
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ESK Home Health Care

Uncovered a Medicaid-funded home healthcare demand gap in Boston identifying supply constraints pushing elderly, post-surgical, and chronic illness patients toward nursing homes, proposing 4 retirement home partnerships and Medicaid certification pathway that grew ESK's caseload from 25 to 68 active cases projecting 125 within 3 months of certification

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