Currently an Extern @Yinan Zhao
I'm a Finance student with hands-on experience in value investing, ready to apply analytical thinking and financial modeling to make informed investment and business decisions.
Discover a portfolio of projects where I apply digital marketing strategies and financial insights to deliver impactful results.
Yinan Zhao · · ✅ Verified by Extern
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 es
· Jul 2026
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
I'm a Finance student with hands-on experience in value investing, ready to apply analytical thinking and financial modeling to make informed investment and business decisions.
I am a Digital Marketing major from DePaul University, focusing on leveraging innovative marketing strategies to drive impactful results. My externship experience in value investing has equipped me with analytical skills and a strong foundation in financial modeling, enhancing my ability to craft persuasive marketing recommendations.
Externships
Yinan Value Investing & Financial Modeling Externship
Yinan Zhao
Experience
Yinan Value Investing & Financial Modeling Externship · June 2026 2 20 3 Present
Finance & Operations Assistant
Zenshi Sushi Restaurant · January 2025 2 920 3 June 2026
Civic & Cultural Education Intern
Burmese American Community Institute · May 2024 2 920 3 August 2024
Education
DePaul University
Bachelor of Science in Finance · Class of 2027
College of DuPage
Business Administration Coursework (Transferred)
Skills
Yinan Zhao ↗
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 es
I gained hands-on experience in value investing by collaborating with seasoned investor Yinan Zhao. Through comprehensive analysis of the Russell 2000 Value index, I developed key skills in financial modeling, data interpretation, and crafting investment recommendations, which are essential for a successful career in finance and equity research.
In this externship, I undertook several key projects that enhanced my understanding of equity analysis. Below are the specific tasks I completed during my exploration of the Russell 2000 Value index.
Project 1: Pick Your Stock
I analyzed the Russell 2000 Value index and selected a company for in-depth research using AI tools like Claude and Perplexity. This work culminated in an interactive Stock Card that effectively showcased my findings and investment rationale.
Step 1: Analyzing Company Press Releases
I reviewed recent earnings releases and key press announcements to extract relevant insights about the company's performance. This analysis provided a snapshot of the company's priorities and strategic direction, helping to orient my understanding before diving deeper into regulatory filings.
Project 2: Read the 10-K
I examined the company's 10-K filing, utilizing AI assistance to interpret the document comprehensively. This analysis allowed me to form a well-informed opinion about the company’s operations and financial health, deepening my understanding of its position in the market.
Jul 2026 ↗
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
Analyzed client financial profiles and developed wealth management recommendations using risk and asset allocation principles
Evaluated business client financial performance to assess credit needs and develop financing recommendations
Evaluated business client financial performance to assess credit needs and develop financing recommendations
Worked through practice case studies to understand integrated 3-statement financial modeling, financial statement relationships, and key business drivers, while applying DCF valuation concepts to evaluate revenue and cost trends
Worked through practice case studies to understand integrated 3-statement financial modeling, financial statement relationships, and key business drivers, while applying DCF valuation concepts to evaluate revenue and cost trends