Open to opportunities

Haiyi Lin

@haiyilin

Message

I am a finance student experienced in investment analysis and venture diligence.

United States

Message

What I'm looking for

I'm seeking entry-level investment, venture capital, or asset management roles to apply financial modeling, due diligence, and deal-sourcing skills, contribute to investment decisions and portfolio growth, and learn within a collaborative, mentorship-focused team.

I am a finance student at NYU Stern with a 3.988 GPA who applies rigorous financial modeling and due diligence across venture and asset management, supporting investment recommendations and portfolio optimization. I have analyzed startups (TAM $50M–$200M), advanced deal flow by sourcing qualified startups, and contributed to risk reductions and investment approvals.

I bring hands-on experience in DCF, public comps, precedent transactions, Bloomberg, Capital IQ and PitchBook, plus operational budgeting and P&L analysis from managerial roles; I am collaborative, detail-oriented, and focused on driving measurable growth for portfolio companies and client portfolios.

Experience

Work history, roles, and key accomplishments

Current

Asset Management Intern

Current

FinDash

Jun 2025 - Present (3 months)

Optimized asset allocation across ~500K+ client portfolios, contributing to a 5–7% reduction in risk exposure while targeting 6–8% annual returns. Streamlined monthly client reporting using Bloomberg and standardized templates (reducing prep time ~10%) and screened 10–15 securities weekly via Capital IQ, flagging opportunities for portfolio manager review.

Asset Allocation Risk Management Capital IQ performance reporting Excel

Current

Venture Capital Intern

Current

Pegasus Angel Accelerator

May 2025 - Present (4 months)

Conducted due diligence on 10+ tech and healthcare startups—assessing TAM ($50M–$200M), unit economics, and competitive positioning—and supported partners in making 2 investment recommendations. Sourced ~15 qualified startups and collaborated with 3 portfolio companies to refine go-to-market strategies and fundraising materials, advancing 1 opportunity toward a term sheet.

Due Diligence Market Sizing Financial Analysis Valuation Investor Materials Competitive Research

Manager Associate

Queen Cuisine

Jun 2021 - Sep 2024 (3 years 3 months)

Managed a $50K annual operating budget and implemented cost controls that reduced monthly labor and inventory expenses by ~5% while preserving service quality. Performed weekly P&L analysis to improve inventory turnover to 5x annually and increased gross margins by ~3%.

Budget Management Cost Control Inventory Management Operations Vendor Management Process Improvement

Education

Degrees, certifications, and relevant coursework

New York University Stern School of Business

Bachelor of Science, Business

Grade: 3.988 / 4.0

Pursuing a Bachelor of Science in Business at NYU Stern with a 3.988 GPA; relevant coursework includes Financial Accounting, Data Analytics, Strategic Management, and Global Economics. Expected graduation May 2027.