Resume
Ruilan (Helen) Zeng
Financial Mathematics & Economics — Data/Investment Analyst | AI-Driven Workflows
Professional Summary
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.
Professional Experience
Lead Data Analyst Intern
Silicon Valley Innovation & Entrepreneurship Forum (SVIEF)
May 2025 — Aug 2025
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
Private Equity Analyst Intern
Lionchase North America
Jun 2024 — Aug 2024
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%
Data Analyst Intern
Triangle Accounting
Jun 2024 — Aug 2024
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
Venture Capital Intern, Master of Ceremony
Canton Venture & Incubator Investment Co.
Jul 2023 — Aug 2023
Guangzhou, China
- Developed a Python Pandas pipeline to wrangle heterogeneous datasets into a match-score algorithm for pairing investors with startups
- Presented strategy with visualization to 200+ professionals, facilitating 5 matches
- Performed market due diligence for 5 pharmaceutical start-ups, used Excel and structured term sheets for 3 ventures
Lead Data Analyst
UCSB Global Internship Program
Dec 2022 — Apr 2023
Santa Barbara, CA
- Led a team of 7 to build an Excel budget optimizer with Power Query data-quality checks
- Used PivotTables and sensitivity analysis to surface savings of $5K+ per semester for students
- Pioneered Google Analytics to optimize real-time marketing campaigns, achieved 25% increase in email click-through rates and 18% uptick in lead conversions
Education
B.S. Financial Mathematics & Statistics; B.A. Economics & Accounting
UCSB
Expected Jun 2025
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
Technical Skills
Programming & Data Analysis
Python
SQL
R
Power BI
Tableau
Excel (VBA, PivotTables)
NumPy
Pandas
Machine Learning
Finance & Analysis
Financial Modeling
FP&A
Private Credit
Real Estate
Oracle EPM/Essbase
Investor Relations
AI & Automation
n8n
LangChain
Postgres
FastAPI
RAG
LLM Agents
Awards & Recognition
- Hackathon Winner — LLM Adversarial & Autopatch Platform
- STEM Scholarship for African and Asian Students (top 3% of students)
- Dean's Honor List
Languages
English (Fluent)
Mandarin (Fluent)
Cantonese (Conversational)
French (Conversational)