Yinan Zhao Externship via Extern

Business student at Boston University exploring strategy and management

Junior studying Business Administration and Management, focused on practical coursework and early hands-on projects that develop strategy, teamwork, and communication.

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Work samples

A collection of class projects and campus activities that show applied business thinking, teamwork, and project delivery using analytical and communication skills.

  • 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

Junior studying Business Administration and Management, focused on practical coursework and early hands-on projects that develop strategy, teamwork, and communication.

I am Phaedra Xie, a junior at Boston University studying Business Administration and Management. I am completing my bachelor's degree while building foundational skills in business strategy, teamwork, and problem solving through coursework and campus activities.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Experience

Data Specialist Intern

Ascent Funding · July 2026 6 August 2026

Food Service Worker

China Cottage · January 2021 6 July 2025

Volunteer

Gallatin Cares · August 2023 6 May 2024

Education

Boston University

B.S in Business Administration, Concentration in Finance & Business Analytics | Minors: Psychology · Class of May 2028

Western Kentucky University

Class of May 2025

Skills

Business strategyTeam collaborationFinancial fundamentalsMarket researchPresentation skillsExcel (basic)
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 examined value investing techniques and financial modeling practices under guidance from Yinan Zhao. The work involved analyzing leading stocks, building Excel models, and interpreting alternative data to evaluate market trends. Deliverables included investment analyses and supporting financial models.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I identified American Eagle Outfitters (AEO) as the project stock and produced a structured spreadsheet and concise analyst-style summary derived from the company's 10-K.

Project breakdown

I identified American Eagle Outfitters (AEO) as the stock to analyze, applying the module's sourcing and screening steps to finalize a single company for the 12-week research project.

I read the 10-K business overview and populated a structured spreadsheet with company description, principal products and services, markets served, and recent strategic developments, producing a concise, analyst-style summary for review.

Google Sheets
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