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About
Xiaozhuo Shi is a Research Associate at Alger in New York, where he contributes to the firm’s equity research efforts, leveraging his analytical expertise to support investment decision-making. At Alger, he is involved in analyzing public equities, conducting detailed company and sector research, and collaborating with senior analysts on the identification of high-conviction investment opportunities. His focus is on the U.S. equity markets, with an emphasis on specific growth sectors, although further details about the industries he covers are not publicly specified.
Prior to joining Alger, Xiaozhuo was an Analyst Intern at Citta Capital, where he focused on fundamental equity research and helped evaluate investment opportunities across various industries, and a Research Associate Intern at Sands Capital Management, contributing to thematic research and sector analysis. These roles provided him with experience in public market analysis across multiple global sectors, strengthening his skills in financial modeling and qualitative research.
Xiaozhuo holds a Master in Asset Management from the Yale School of Management and a BBA in Finance (with a concentration in Accounting) and Psychology from the College of William & Mary. His educational background, combined with hands-on internships at leading investment firms, positions him as a thorough and insightful research professional. He is recognized for his analytical rigor and passionate pursuit of investment insights that drive value for institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alger | Research Associate | Jul 2022 to Present | — |
| Citta Capital | Analyst Intern | Sep 2021 to Jun 2022 | — |
| Sands Capital Management | Research Associate Intern | Jun 2020 to Aug 2020 | — |
| Ferguson Ventures Inc | Incubator Lab Member | May 2019 to Aug 2019 | — |
| Huifu (ChinaPnR) | Corporate Finance Intern | Jun 2018 to Aug 2018 | - Compose presentations and talking points for IPO and Interim Financial Result Conference. - Conduct weekly research and quantitative analysis on 10 competitor stocks and the general equity market. -... |
| Swire Resources Limited | Marketing Assistant | Mar 2017 to Aug 2017 | - Collaborate in planning and organizing marketing campaigns and Point-of-Purchase activities. Received 1000+ customer flow. - Manage social media platforms, draft and edit weekly and event-based prom... |
Education
Yale School of Management
Master, Asset Management
2021 — 2022
College of William & Mary
BBA, Finance (with Concentration in Accounting), Psychology
2017 — 2021
High School Affiliated to Fudan University
2014 — 2017
Shanghai World Foreign Language Academy
2005 — 2014
Others at Fred Alger Management, LLC (25)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Vice President, Analyst | New York, NY , United States | |
| Client Portfolio Manager | New York, NY , United States | |
| Senior Vice President and Portfolio Manager | Denver, CO , United States | |
B Brian Shim | Vice President, Analyst | New York, NY , United States |
| Co-Portfolio Manager, Alternative Strategies | Boston, MA , United States | |
| Senior Vice President, Senior Analyst | New York, NY , United States | |
D David Farhadi | Co-Portfolio Manager, Senior Analyst | New York, NY , United States |
G George Ortega | SVP, Portfolio Manager | New York, NY , United States |
M Matthew Galletta | Head Trader | Boston, MA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |