Profile
Ms. Nancy Xu is an Analyst at Sora Investors LLC.
He has over 10 years of finance experience.
Prior to joining Sora in 2025, Ms. Xu was an analyst at Citadel in Hong Kong since 2021.
Previously, she was an analyst for a Tiger Cub fund, a private equity investor at Aquiline Capital Partners and an investment banking analyst in the mergers and acquisitions group at Morgan Stanley in New York.
She received her undergraduate degree from Northwestern University.
Nancy Xu active positions
| Companies | Position | Start |
|---|---|---|
Sora Investors LLC
Sora Investors LLC Investment ManagersFinance Sora is a fundamental equity investment manager that focuses on global technology markets. The firm seeks to generate excess and uncorrelated returns relative to broad equity indices by pursuing a fundamental, long/short equity strategy and specializing in the global technology, media and telecommunications (TMT) industry. They employ a bottom-up, fundamental research process overlayed with disciplined risk management to seek responsible and idiosyncratic exposures to specific securities, while generally constraining exposures to broad equity markets and systematic risk factors. | Analyst-Equity | 2024-12-31 |
Former positions of Nancy Xu
| Companies | Position | End |
|---|---|---|
Citadel Asia Ltd.
Citadel Asia Ltd. Investment ManagersFinance Citadel Asia establishes risk management as their core discipline. This approach begins with a dedicated governance group that oversees risk management. An emphasis on liquid markets, proprietary risk models and a diversified funding structure seeks to further strengthen their approach. | Analyst-Equity | 2024-10-31 |
| DROPBOX, INC. | Corporate Officer/Principal | 2013-12-30 |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital invests in companies located in the United States with enterprise values ranging from USD 75 million to USD 2.5 billion and revenues with a minimum of USD 1 million. The firm targets companies operating in the fields of financial services and technology businesses. It provides financing for early and growth-stage capital requirements with an investment range from USD 3 to USD 350 million. It takes minority and majority ownership, and can lead or co-invest. | Private Equity Investor | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Nancy Xu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital invests in companies located in the United States with enterprise values ranging from USD 75 million to USD 2.5 billion and revenues with a minimum of USD 1 million. The firm targets companies operating in the fields of financial services and technology businesses. It provides financing for early and growth-stage capital requirements with an investment range from USD 3 to USD 350 million. It takes minority and majority ownership, and can lead or co-invest. | Finance |
Dropbox, Inc.
Dropbox, Inc. Packaged SoftwareTechnology Services Develops cloud storage and file sharing tool for businesses | Technology Services |
Citadel Asia Ltd.
Citadel Asia Ltd. Investment ManagersFinance Citadel Asia establishes risk management as their core discipline. This approach begins with a dedicated governance group that oversees risk management. An emphasis on liquid markets, proprietary risk models and a diversified funding structure seeks to further strengthen their approach. | Finance |
Sora Investors LLC
Sora Investors LLC Investment ManagersFinance Sora is a fundamental equity investment manager that focuses on global technology markets. The firm seeks to generate excess and uncorrelated returns relative to broad equity indices by pursuing a fundamental, long/short equity strategy and specializing in the global technology, media and telecommunications (TMT) industry. They employ a bottom-up, fundamental research process overlayed with disciplined risk management to seek responsible and idiosyncratic exposures to specific securities, while generally constraining exposures to broad equity markets and systematic risk factors. | Finance |
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