Kai Trotter portrait
Currently an Extern @Yinan Zhao

🟢 Open to work

Investment and Operations Professional

I combine data skills from Eastern University with hands-on financial modeling training from the Yinan externship.

About me

I combine data skills from Eastern University with hands-on financial modeling training from the Yinan externship.

Kai Trotter has experience in mortgage lending, banking, and institutional asset management, currently supporting fixed income portfolio operations at Reams Asset Management. Kai holds an M.S. in Data Science and is pursuing CFA Level I, combining financial judgment with quantitative and AI driven analysis. Independent projects include a multifamily real estate financial model and an equity research externship building DCF models and investment memos.Kai is always eager to connect with others who share a passion for markets, data, and the future of investing.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Education

Eastern University

MS in Data Science · Class of 2026

Indiana University Bloomington

BA in Media Advertising, Specialization in Media Psychology · Class of 2021

Skills

Financial modelingValuation analysisData analysisPythonStatistical analysisAIExcelInvestment Memos