Initiating Coverage
Quanze Sun
B.S. Computer Science — Boston College — Class of 2029
My work bridges financial analysis and computer science — from corporate accounting internships to portfolio strategy projects with a recurring focus on the semiconductor and broader technology sector.
Portfolio Holdings
Skills
| Asset | Allocation | Category |
|---|---|---|
| Financial Modeling — DCF / LBO / M&A (Excel) | Core | Finance |
| Python — Data Cleaning, Transformation, Processing | Core | Technical |
| MySQL — Database Management & Analysis | Core | Technical |
| Mandarin (Native) | Core | Language |
| English (Proficient) | Core | Language |
| German (Limited Business Level) | Satellite | Language |
| Coursework — Financial Accounting, Microeconomics, Advanced Calculus, Python | Core | Academic |
Position History
Experience
Accounting Analyst
May 2025 – Jul 2025GPTech Fluid Control Technology (Jiangsu) Co., Ltd.
- Conducted cost-volume-profit (CVP) analysis, financial ratio analysis, and weighted average cost of capital (WACC) calculations; identified risks related to abnormal inventory turnover and declining liquidity.
- Assisted in managing annual retained earnings and performed risk assessment on equity investment funds.
- Evaluated expected returns on fixed asset investments, R&D investments, and real estate property investments.
Accounting Intern
Jul 2024 – Aug 2024Siemens Energy High Voltage Switchgear (Hangzhou) Co., Ltd.
- Conducted compliance reviews of original supporting documents and prepared accounting entries to ensure ledger accuracy and reconciliation integrity.
- Assisted in preparing the three primary financial statements, including corporate income tax calculations, deferred tax asset recognition, and impairment testing for inventory and fixed assets.
- Supported employee expense reimbursement processes, ensuring accuracy, timeliness, and policy compliance.
- Performed data visualization and analytical assessments of market share, revenue growth, and risk within the energy sector; contributed to quarterly and annual financial reporting.
Research Notes
Projects
Financial Literacy Training Program
Led a team to design an aggressive asset allocation strategy based on China's macroeconomic outlook, overweighting information technology and semiconductor equities alongside limited fixed-income exposure and quantitative hedge funds.
Ran correlation analysis using Pearson coefficients and heatmaps to evaluate fund relationships and keep inter-strategy correlation low, strengthening diversification.
China Observation Program
Led a team to build a 10-year asset allocation strategy for a client portfolio, analyzing fund strategies and top holdings to construct a market-aligned position.
Overweighted domestic high-tech substitution names including GigaDevice Semiconductor, Gotion High-Tech, and Changgao Electric Group.
Analyst Ratings
Awards & Recognition
FBLA
Overall Individual Honor, Business Management (National)
BPA
Overall Individual Honor (National)
NEC
Top Scoring Challenger, Top 5% Nationally (Qualifying Test)
IEO
National Station, Top 10%
Settlement
Contact
Availability: open to Summer 2027 internships in equity research, financial analysis, and data-driven finance roles, with particular interest in the semiconductor and technology sectors.
Email Me