Yinan Zhao logoCurrently an Extern @Yinan Zhao
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Aspiring Accounting & Finance Professional

I'm an Accounting & Finance student at Lehigh University with a strong drive for analyzing businesses and what drives their performance.

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Work samples

Explore my projects and externships that showcase my developing skills in finance and modeling.

  • 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
  • Applied AI & Financial Analysis — Independent Project
    Applied AI & Financial Analysis — Independent Project

    Reduced manual market research time by 20-30 min/day by architecting an autonomous cross-asset briefing agent that auto-detects trading sessions, ranks news impact, and delivers tri-daily reports via Slack. Sharpened AEO investment thesis by synthesizing 30+ public sources from SEC filings, earnings releases, and proxy statements via Perplexity for diligence; utilized Claude to extract management tone shifts and unaddressed analyst questions from transcripts. Identified & corrected 6+ structural formula errors, strengthening internal controls, by performing testing procedures across a linked 3-statement model, DCF, and scenario analysis for AEO equity research.

    SlackPerplexityClaude

About me

I'm an Accounting & Finance student at Lehigh University with a strong drive for analyzing businesses and what drives their performance.

I am a junior at Lehigh University, pursuing a Bachelor's Degree. With limited work experience, I'm eager to learn and grow, focusing on building relationships and expanding my professional network in the field of finance.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Experience

Equity Analyst - Lehigh University

Investment Management Group (IMG) · Sept 2024 – Present

Treasurer - Lehigh University

Men of Color Alliance (MOCA) · May 2025 – Present

Real Estate Private Equity Intern - Virtual

Project Destined · Dec 2025 - Feb 2026

Baker Institute Entrepreneurship Fellow - Bethlehem, PA

Hatchery Summer Accelerator · Apr 2025 – Jun 2025

Education

Lehigh University, Bethlehem, PA

B.S.B.U in Accounting & Finance · Class of 2028

Skills

Financial ModelingValue InvestingNetworkingCollaborationCommunication
Back to work
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

I gained practical experience in value investing by analyzing leading stocks under the guidance of seasoned investor Yinan Zhao. This externship involved leveraging financial modeling in Excel, interpreting alternative data, evaluating market trends, and crafting persuasive investment recommendations, equipping me with essential skills for a career in finance.

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

I produced a full analyst package for American Eagle (AEO): a stock card with a growth thesis and ownership signals, a consolidated 10-K findings spreadsheet, a qualitative risk template, and a linked three-statement projection workbook with defendable drivers and price-target analysis.

Project breakdown

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Back to work

Applied AI & Financial Analysis — Independent Project

Reduced manual market research time by 20-30 min/day by architecting an autonomous cross-asset briefing agent that auto-detects trading sessions, ranks news impact, and delivers tri-daily reports via Slack. Sharpened AEO investment thesis by synthesizing 30+ public sources from SEC filings, earnings releases, and proxy statements via Perplexity for diligence; utilized Claude to extract management tone shifts and unaddressed analyst questions from transcripts. Identified & corrected 6+ structural formula errors, strengthening internal controls, by performing testing procedures across a linked 3-statement model, DCF, and scenario analysis for AEO equity research.

SlackPerplexityClaude
View all work