Currently an Extern @Yinan Zhao

Aspiring Finance Professional

I’m passionate about value investing and financial modeling, eager to learn and grow in the finance field.

View my work Message Me

Work samples

Explore my work on value investing and financial modeling projects that showcase my skills and learning journey.

Yinan Value Investing & Financial Modeling Externship
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

I’m passionate about value investing and financial modeling, eager to learn and grow in the finance field.

I am a graduate student at Wilmington University pursuing a Master's Degree. With some work experience, I am eager to officially kickstart my career in finance. My goal is to gain valuable feedback from mentors and professionals in the industry.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Experience

Wheeled-Vehicle Mechanic

Delaware Army National Guard · June 2024 – Present

Assistant Jumps Coach

Middletown High School · March 2024 & March 2026 – Present

Front End Associate

Walmart · July 2023 – Present

Physical Therapy Student Observer

ATI Physical Therapy · June 2023 – August 2023

Education

Wilmington University

Master of Science in Information Technology Project Management

Delaware Army National Guard - Fort Gregg-Adams, VA

Basic Training & Advanced Individualized Training (AIT)

State University of New York – Fredonia

Bachelor of Science in Exercise Science · Class of 2024

Skills

Financial ModelingValue InvestingMarket AnalysisExcel ProficiencyInvestment Research

Back to works

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 publicly traded small- and mid-cap companies using fundamental valuation and financial models. The work involved screening Russell 2000 value names, building Excel models, and applying a four-part investment lens to candidate companies. Deliverables included company screens and documented selection criteria.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I worked through the externship modules to learn real-world screening methods and financial modeling practices, and to produce the screens and notes that supported company selection.

Project breakdown

View all works

Work samples

Yinan Value Investing & Financial Modeling Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Analyst orientation and market walkthroughI attended an orientation with the externship team, heard a market walkthrough from Yinan, and recorded observations on how market movements interact with valuation signals and trade timing.

Russell 2000 value screening and sourcingI built and applied Russell 2000 value screens, documented a four-part lens for stock selection, outlined two selection paths, and listed the concrete sourcing tools and filters used by analysts.