Evan Ruiyang Sun
Financial analysis, built into intelligent systems.
I combine financial research, statistical modeling, and data automation to turn complex and fragmented information into decision-ready analysis.
Capabilities
How I workHow I approach financial and analytical problems.
Capabilities come first because they explain the operating system behind the work: frame the question, structure the evidence, test the analysis, and make the output usable.
Financial Analysis & Investment Research
Structure financial and commercial questions around verifiable evidence. Connect public-company research, diligence, comparable analysis, and scenarios to the decision a stakeholder needs to make.
Data Engineering & Research Automation
Turn fragmented sources into reliable, repeatable research systems. Design collection, validation, database, and reporting workflows that preserve provenance and reduce manual effort.
Statistical Modeling & Machine Learning
Evaluate patterns without hiding uncertainty. Use chronological validation, inference, feature engineering, scenario simulation, and model comparison with limitations made explicit.
AI-Enabled Financial Workflows
Apply AI where it improves research speed and consistency while keeping sources and human review visible. Build explainable retrieval, report-generation, and decision-support flows rather than black-box claims.
Professional experience
Finance · Analytics · Research automationExperience across finance, analytics, and research automation.
Selected engagements emphasizing analytical ownership, research scope, automation, and decision support—without turning the page into a full résumé.
SingerLewak - UC Davis MSBA Practicum
Project Manager & Data Analyst
- Lead a private-company intelligence project that turns fragmented commercial data into structured research workflows and decision-ready outputs.
- Built Python collection and standardization workflows for 1,000+ private construction companies, improving research efficiency by approximately 70%.
- Designed a SQL database and Excel scoring model spanning company, project, geography, licensing, and qualification signals.
Shenwan Hongyuan Securities
Investment Banking Intern
- Supported biotechnology IPO due diligence across operations, ownership, intellectual property, industry dynamics, and supply-chain relationships.
- Researched 30+ overseas counterparties, approximately 80% private companies, and synthesized findings into prospectus and diligence materials.
Haitong Securities
Investment Banking Intern
- Supported IPO pitchbooks and corporate research through comparable-company analysis, regulatory review, industry research, and corporate-event monitoring.
Selected systems & research
Four finance-focused case studiesEvidence of judgment, quantitative discipline, and execution.
The primary cases are given room to explain the problem, method, outputs, and limitations. Visuals use real project output or clearly labeled analytical schematics.
SEC Financial Report Agent
Financial analysis often starts with repeated manual work across filing discovery, XBRL reconciliation, metric calculation, charting, and commentary drafting.
Turns a public-company ticker into a source-linked, annual financial-analysis dashboard and report.
- Produces a repeatable first-pass report from a ticker while preserving source links.
- The included Apple sample demonstrates the dashboard framing and metric coverage.
Project output · public SEC dataStrategic Finance & Corporate FP&A Model
Public disclosures can be fragmented across filings and investor materials. The project creates a traceable path from reported information to a structured operating and financing view.
A source-grounded scenario workflow that connects AI-cloud demand, capacity expansion, capital needs, and liquidity.
- Created a repeatable, source-led planning workflow rather than a point estimate.
- Maintained an explicit distinction between reported actuals, derived figures, assumptions, and analytical proxies.
Private-Company Intelligence Workflow
Private-company information is fragmented across company, project, geography, licensing, and qualification sources, making consistent research and comparison time-intensive.
A practicum workflow that structures fragmented private-company research into a validated database, scoring model, and decision-ready outputs.
- Expanded a repeatable research workflow to 1,000+ private construction companies.
- The current résumé reports an estimated approximately 70% reduction in manual research effort.
HKEX IPO Performance Study
IPO-performance narratives often over-interpret cross-sectional correlations. The study tests a compact, specified model and communicates uncertainty directly.
A 441-IPO regression study that treats an imprecise result as a finding, not a narrative to force.
- The reported adjusted R-squared was -0.0045.
- In the documented specification, size, revenue, and industry effects were not estimated precisely enough to support strong claims.
OLS · log transforms · clustered inference
Additional research & applications
Supporting analytical workAdditional systems that extend the analytical toolkit.
JobPilot
A transparent pipeline for matching resumes to live job postings, explaining fit, and producing reviewable application drafts.
Project detailsAI Tech Market Simulator
A six-month scenario engine for reviewing a fixed AI-technology portfolio through an institutional dashboard lens.
Project detailsBitcoin Direction Model
An exploratory three-day Bitcoin-direction study that prioritizes chronological validation and uncertainty over headline accuracy.
Project detailsTools & technology
Grouped by analytical purposeTechnology in service of better financial work.
Financial analysis
Excel · SEC EDGAR · XBRL · PowerPoint · Wind
Data & databases
Python · SQL · SQLite · APIs · Web scraping · pandas
Modeling
R · scikit-learn · XGBoost · TimeSeriesSplit · Monte Carlo
Visualization & applications
Streamlit · Plotly · Tableau · Power BI · GitHub
Education & résumé
Economics · Business analyticsA foundation in economics, extended through analytics.
University of California, Davis
Master of Science in Business Analytics
Data Management · Advanced Statistics · Machine Learning · AI Applications in Business · Data VisualizationUniversity of California, Santa Cruz
Bachelor of Arts in Economics
Econometrics · Applied Statistics · Advanced Quantitative Methods · Machine Learning Applications in EconomicsContact
San Francisco Bay Area