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Early-career investor learning financial modeling and stock analysis

Completed a value investing externship with hands-on Excel modeling, alternative data analysis, and investment writeups.

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Work samples

Projects focus on Excel-based financial models, alternative data interpretation, market trend evaluation, and written investment recommendations developed during the externship.

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

    Yinan Zhao · ✅ Verified by Extern · ⏱️ In progress

    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

Completed a value investing externship with hands-on Excel modeling, alternative data analysis, and investment writeups.

I am an early-career finance enthusiast who has completed a value investing and financial modeling externship with Yinan Zhao. I learned financial modeling in Excel, how to use alternative data, evaluate market trends, and write investment recommendations suited to equity research and investment banking roles.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Experience

Investing and Financial Modeling Externship

Extern, Remote · June 2026 - Present

Educational Member (Volunteer)

CAV Angels, Charlottesville, VA · May 2025 - Present

Investment Analyst

New York State Nurses Association Pension Plan & Benefits Fund, Albany, NY · Sep 2022 - April 2025

Trading Operations Associate

Morgan Stanley, Baltimore, MD · Sept 2021 - Aug 2022

Education

University of Virginia McIntire School of Commerce, Charlottesville, VA

M.S. in Commerce (Marketing & Management track)

University of Virginia, Charlottesville, VA

B.A. in Global Studies (Global Development Studies track) & History; minor in French

TrendUp Finance

Skills

Financial modeling in ExcelValue investing analysisAlternative data interpretationMarket trend evaluationInvestment recommendation writing
Back to work
Yinan Zhao ↗

✅ Verified by Extern · ⏱️ In progress

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 analyzed Russell 2000 Value names and produced a single-stock case on PRGS. Work included screening the universe, consolidating 10-K analysis into a spreadsheet insights workbook, writing a concise three-sentence growth thesis with a price target, and building an interactive Stock Card HTML that visualized price history, events, and key facts.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I selected PRGS, compiled public metrics and analyst targets, summarized 10-K drivers and risks in a consolidated insights workbook, wrote a concise three-sentence growth thesis with a price target, and produced an interactive Stock Card HTML visualizing price history, events, and key facts.

Project breakdown

During the Project 1 task I selected PRGS, compiled public metrics and analyst targets, wrote a concise 3‑sentence growth take, created a price target, and produced an interactive Stock Card HTML that visualized price, events, and key facts.

I read the 10-K sections (Business Overview, Risk Factors, MD&A, Financials), summarized material drivers and risks, and recorded quantified items and analyst-style notes in a single spreadsheet. The submission produced a consolidated insights workbook.

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During the externship I completed and locked a qualitative company research template. I summarized Progress Software’s business segments, revenue mix, key competitors, downside risks (margin, leverage, M&A execution, cybersecurity) and potential catalysts (product launches, M&A, partnerships).

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