Avy Wang
Investment Research Analyst @ Marlin Equity Partners
About
I’m a sophomore studying Economics at the University of Michigan, interested in building a career in banking and investing at the intersection of rigorous analysis and strong relationship-building. I’ve gained hands-on experience through an investment research internship, where I evaluated potential targets by analyzing business models, revenue drivers, competitive positioning, and valuation benchmarks, and translating findings into clear investment memos. On campus, I’m involved in business and consulting organizations and enjoy leading teams—whether that’s coordinating a panel, running workshops, or supporting projects that require structured problem-solving and crisp communication. I’m currently looking to deepen my skills in credit investing, corporate banking, and fundamental research—especially roles that combine financial analysis, market insight, and collaboration.
United States
Ann Arbor
Financial Services
Research Skills, Investment Research, Investment Analysis, Communication, Store Management, Advertising, Management, Sales Promotion, Marketing Strategy, Digital Marketing, Marketing, Entrepreneurship, Social Media Marketing, Market Planning, Sales, Web Marketing Strategy, AP Calculus, AP Computer Science A, AP statistics
Experience

Investment Research Analyst
New York, New York, United States
- Conducted investment research on potential private-market targets by analyzing business models, revenue drivers, cost structures, and competitive positioning across industry verticals - Built and maintained financial analysis models, including revenue growth scenarios, EBITDA projections, and valuation benchmarks (EV/EBITDA, precedent transactions) to support investment screening - Performed market and industry research using third-party databases (e.g., PitchBook, Capital IQ, Crunchbase) to assess TAM, growth trends, and comparable company performance - Prepared investment memos and research summaries for senior team members, highlighting key risks, value-creation levers, and preliminary return drivers

Director of China Panel
Ann Arbor, Michigan, United States
- Organized the University of Michigan’s longest-running student-led conference, connecting senior business leaders from China with students and local professionals through curated panels and networking sessions - Participated in a mentorship program supporting students’ transition to college, delivering resume workshops and structured networking training to underclassmen

Associate Director of China Panel
Ann Arbor, Michigan, United States
- Organized panel discussions on topics related to Chinese business and global markets - Coordinated with Chinese business leaders and professors to secure speakers and moderators - Assisted in planning and executing the annual conference to ensure smooth operation

Sales And Management Intern
Ann Arbor, Michigan, United States
•Conducted market research to identify potential clients, analyze their advertising needs, and tailor value-driven proposals •Delivered compelling product presentations and negotiated pricing models to drive platform adoption. •Met and exceeded weekly and monthly sales quotas for outreach, client meetings, and platform sign-ups •Built and maintained long-term relationships with clients, ensuring satisfaction and recurring business •Tracked sales performance metrics, provided analytical insights, and proposed strategic adjustments to improve conversion rates

Consulting Analyst
Ann Arbor, Michigan, United States
- Conducted research on industries, competitors, and market trends to generate valuable insights - Worked with senior analysts and project leads to develop recommendations for business strategies - Assisted in preparing presentations and reports for client engagements and internal reviews

Shop Manager
Lady Minamo TikTok Shop
Jericho, New York, United States
- Conducted market research to identify trends and consumer preferences for strategic decision-making - Managed social media presence by curating engaging content and interacting with followers - Oversaw product selection, pricing, and financial planning to drive sales and profitability

Internet Marketing Assistant
RELY-ON EXPRESS INC
Nassau County, New York, United States
- Assisted in creating and implementing promotional strategies to enhance brand visibility and engagement - Organized and analyzed sales data to support business decisions and marketing efforts - Managed social media content creation and monitored audience interaction to optimize online presence - Verified product quality and managed inventory to maintain efficient operations

Competition Team Member
Jericho, New York, United States
- Competed in the Virtual Business Management Challenge, applying problem-solving and strategic skills - Participated in the Zero Waste NYC Workshop Challenge, developing sustainable business solution
Avy Wang's Contact Information
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