Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Xiao Sun

Melbourne,Victoria

Summary

With a proven track record at a leading private equity fund and a boutique investment bank, I led teams to execute high-value transactions, demonstrating expertise in private equity analysis and strategic leadership. My analytical rigor and strategic approach have consistently driven value creation, resulting in significant portfolio growth and delivering strong returns for stakeholders.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Vice President

Rongfu Fund Management Co., Ltd
Beijing, China
05.2021 - 04.2024

AUM: Approximately 200 million AUD.

IRR: Over 15%.

As part of a seven-member team managing a 5 billion CNY (~1 billion AUD) private equity fund, I have played a pivotal role in deal sourcing, due diligence, negotiations, and investment execution. Leading a dedicated team of three, I successfully identified and closed nine transactions with a cumulative value exceeding 1 billion CNY (~200 million AUD), achieving a portfolio-wide IRR of over 15%.

My investment focus spans technology-driven companies nationwide, including high-end composite material R&D and manufacturing firms, EV supply chain companies, aerospace component suppliers, and semiconductor manufacturers. This breadth of experience has honed my ability to navigate complex industries and deliver value-driven outcomes for stakeholders.

Investment Manager

Huaneng Guicheng Trust Co., Ltd
Beijing, China
04.2019 - 07.2020

Designed and executed complex financial structures for transactions involving both publicly listed and private companies. The portfolio of investments spanned a diverse range of entities, including large conglomerates and innovative start-ups.

This role primarily encompassed boutique investment banking services, including but not limited to investment target analysis—comprising both financial and business analysis—debt asset evaluation, and equity asset evaluation across both private and public markets. Additional responsibilities included deal negotiation, due diligence, and strategic transaction execution.

Mergers and Acquisitions Manager

Minsheng International Jet Co., Ltd
Beijing, China
10.2013 - 04.2017

During my tenure, my responsibilities included conducting due diligence and performing in-depth financial analyses for potential acquisition opportunities. I also played an active role in deal negotiations and transaction execution.

Notably, I contributed to the successful acquisition of one of the largest companies in the industry—a landmark transaction that was the biggest of its kind at the time. My involvement spanned the full deal lifecycle, including due diligence, negotiation, closing, and post-transaction organizational restructuring and reform.

Education

MBA - Finance

Tsinghua University
Beijing, China
08-2019

Bachelor of Engineering - Chemical Engineering

University College London
London, United Kingdom
08-2013

Skills

  • Fundamental analysis
  • Private equity analysis
  • Valuation techniques
  • Alternative investments
  • Industry analysis
  • Portfolio management

Certification

  • CFA Level III Candidate

Timeline

Senior Vice President

Rongfu Fund Management Co., Ltd
05.2021 - 04.2024

Investment Manager

Huaneng Guicheng Trust Co., Ltd
04.2019 - 07.2020

Mergers and Acquisitions Manager

Minsheng International Jet Co., Ltd
10.2013 - 04.2017

MBA - Finance

Tsinghua University

Bachelor of Engineering - Chemical Engineering

University College London
Xiao Sun