SL

Shirley Lu

Vice President at Alpha Square Group

New York, New York

Overview 

Shirley Lu is an Enterprise SaaS investor and mentor based in New York, with a strong background in Data & AI and Cybersecurity. She has held key roles at top financial firms like Citadel LLC and PanAgora Asset Management, showcasing expertise in financial analysis, asset management, and equities research. With a robust educational background from MIT and Tuck School of Business, Shirley has excelled in roles such as Global Equities Research Analyst at Citadel LLC and Vice President at Alpha Square Group, focusing on investments in sectors like Enterprise Infrastructure, SaaS, and FinTech in New York City.

Work Experience 

AS

Alpha Square Group

  • Vice President

    2024 - Current

    Invested in Moonvalley, xAI, eon.io, Pax, sensei robotics, OmaraSearch, Haize Labs, Hyperspell

  • Senior Associate

    2022 - 2024

    Invested in Scale AI, Lambda Labs, Deel, Controlrooms.ai

Investing in global innovation across public and private markets.

alphasquaregroup.com
M

MassChallenge

  • Mentor

    2023

    Mentor for the 2023 MassChallenge U.S. Early Stage Accelerator Growth Cohort

NA

National Association of Investment Companies (NAIC)

  • MBA Fellow

    2021 - 2022

NAIC is the largest network of diverse-owned private equity firms and hedge funds.

naicpe.com
PA

PanAgora Asset Management

  • Stock Selector Analyst

    2018 - 2020

    Invested in 30+ SaaS IPOs between 2018 and 2021. Notable investments include: SNOW, CRWD, DDOG, NET, PING, OKTA etc.

PanAgora Asset Management is a provider of investment solutions.

panagora.com

Balyasny Asset Management L.P.

  • PM Development Associate

    2017 - 2018

CL

Citadel LLC

  • Global Equities Research Analyst

    2015 - 2016

    Beta-neutral L/S global equities

Citadel is one of the world's leading alternative investment firms,pursuing long-term returns for preeminent public and private institutions

Raised $40,472.00 from Northstar Ventures.

citadel.com

Education 

Articles About Shirley

Relevant Websites