Finance · Data · AI

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.

Professional portrait of Evan Ruiyang Sun
Current programUC Davis MSBABusiness Analytics
Research scope1,000+Private companies
Finance · Data · AISan Francisco Bay Area

How 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.

01

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.

Financial statementsIPO diligenceMarket researchComparable analysisScenario analysis
02

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.

Python collectionAPI integrationSQL designData validationResearch pipelines
03

Statistical Modeling & Machine Learning

Evaluate patterns without hiding uncertainty. Use chronological validation, inference, feature engineering, scenario simulation, and model comparison with limitations made explicit.

RegressionClassificationTime-series validationMonte CarloModel evaluation
04

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.

Source-grounded reportsSemantic matchingLLM-assisted researchHuman reviewDashboard outputs
1,000+Private companies researchedCurrent practicum scope
441HKEX IPO observations2020–2025 study
4,062Time-series observationsBitcoin research dataset
~70%Estimated manual research reductionWorkflow estimate

Experience 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.

01

Aug 2025 – June 2026

Private-company intelligence · San Francisco Bay Area

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.
02

Jun 2024 - Aug 2024

Investment banking · Biotechnology IPO diligence

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.
03

Jun 2020 - Sep 2020

Investment banking · Corporate research

Haitong Securities

Investment Banking Intern

  • Supported IPO pitchbooks and corporate research through comparable-company analysis, regulatory review, industry research, and corporate-event monitoring.

Research, data systems, and model work grounded in source materials.

Review tools & technology

Technology in service of better financial work.

01

Financial analysis

Excel · SEC EDGAR · XBRL · PowerPoint · Wind

02

Data & databases

Python · SQL · SQLite · APIs · Web scraping · pandas

03

Modeling

R · scikit-learn · XGBoost · TimeSeriesSplit · Monte Carlo

04

Visualization & applications

Streamlit · Plotly · Tableau · Power BI · GitHub

A foundation in economics, extended through analytics.

Expected Sep 2026

University of California, Davis

Master of Science in Business Analytics

Data Management · Advanced Statistics · Machine Learning · AI Applications in Business · Data Visualization
Jun 2025

University of California, Santa Cruz

Bachelor of Arts in Economics

Econometrics · Applied Statistics · Advanced Quantitative Methods · Machine Learning Applications in Economics

San Francisco Bay Area

Let's turn complex information into clearer decisions.