Ruilan (Helen) Zeng

Financial Mathematics & Economics — Data/Investment Analyst | AI-Driven Workflows

Los Angeles / Paris

Financial Mathematics & Statistics student at UCSB with expertise in private equity analysis, AI-powered automation, and data-driven investment strategies. Experienced in building driver-based models for $250M+ deals and engineering LLM platforms that streamline operations.

Career

Professional Experience

My journey through financial analysis, private equity, and data-driven decision making.

Silicon Valley Innovation & Entrepreneurship Forum (SVIEF)

Lead Data Analyst Intern

May 2025 — Aug 2025

Silicon Valley Innovation & Entrepreneurship Forum (SVIEF)

Santa Clara (Remote)
  • Engineered an LLM-powered outreach platform (Python, Postgres) that personalized templates & auto-sent emails
  • Tracked open/click/reply rates, managed 3K+ leads and 50 LP/GPs, sent 1K+ emails/day, cut outreach time 90%
  • Analyzed investor–startup fit in Power BI across check size, stage & geo, coordinated 15 LP/GP and founder demos
  • Delivered a 20% proposal conversion rate through data-driven matching algorithms
Lionchase North America

Private Equity Analyst Intern

Jun 2024 — Aug 2024

Lionchase North America

Washington, DC (Remote)
  • Built driver-based models in Excel (macros) & EPM (Essbase) for 5 real estate deals ($250M)
  • Automated SQL querying & Smart View refreshes to deliver real-time cash flow & P&L analytics, cutting projected expense 15%
  • Developed & presented 3 Private Placement Memorandums at key investor conferences, secured $10M funding
  • Led team of 6 to engineer a scenario-testing engine in Excel VBA for 3 private credit funds ($99M), lifted projected return by 20%
Triangle Accounting

Data Analyst Intern

Jun 2024 — Aug 2024

Triangle Accounting

Cary, NC
  • Analyzed high-volume data transactions for 30+ clients using QuickBooks & AI bookkeeping tool Datamond
  • Ensured data accuracy in payroll records & tax forms, leveraging automation to identify tax savings
  • Audited 1099-K and Form 1120 filings, identified discrepancies, and prevented $40K+ in IRS penalties
Expertise

Skills & Technologies

Technical skills and domain expertise across finance, data analysis, and AI automation.

Finance & Analysis

Financial Modeling
Excel (VBA, PivotTables)
FP&A
Private Credit
Real Estate
Investor Relations
Oracle EPM/Essbase

Data & Programming

SQL
Python
Power BI
Tableau
Machine Learning
NumPy
Pandas
R

AI & Automation

n8n
LangChain
Postgres
FastAPI
RAG
LLM Agents
Learning

Education

B.S. Financial Mathematics & Statistics; B.A. Economics & Accounting

Expected Jun 2025

UCSB

Santa Barbara, CA
  • STEM Scholarship for African and Asian Students (top 3% of students)
  • Dean's Honor List
  • Study abroad: Sciences Po Paris (Law & Regulation)
  • University of Hong Kong (Economics & Finance)
  • Coursework: Math Finance, Regression Analysis, Machine Learning, Numerical Analysis, Stochastic Processes
Recognition

Awards & Achievements

Hackathon Winner — LLM Adversarial & Autopatch Platform

STEM Scholarship for African and Asian Students (top 3% of students)

Dean's Honor List