Yufan Zhao
Investment Banking Summer Analyst @Wellesley Hills Financial Llc
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WORK HISTORY
Investment Banking Summer Analyst @Wellesley Hills Financial Llc
CA, US
FinTech and Tech M&A
EDUCATION
Walnut High School
High School Diploma
UCLA
Bachelor's degree, Business/Managerial Economics
ABOUT YUFAN ZHAO
I am an aspiring investment banker and entrepreneur, pursuing a bachelor\'s degree in Business/Managerial Economics at UCLA. I expect to graduate in July 2026 and I am eager to learn more about the industry and its opportunities.Currently, I am working as an Investment Banking Analyst at InvestBank Corp. and The Amazing Group, LLC, where I provide financial analysis and pitchbook updates for clients in the real estate sectors. I have developed expertise in building Net Asset Value (NAV) models for REITs and using Microsoft Office to create professional reports and presentations. I am also an active member of Pi Sigma Epsilon, a professional fraternity for students interested in sales, marketing, and management.I am passionate about statistics, data science, and economics, and I enjoy applying my analytical and problem-solving skills to real-world challenges. I am always looking for new ways to improve my knowledge and skills, and I welcome feedback and guidance from others. I am also a team player who values collaboration and communication, and I strive to contribute to the success of my projects and organizations.
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