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Bio

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Shivangi Goyal is a seasoned finance professional with a strong background in management, financial analysis, and corporate finance. She has worked with top companies like JPMorgan Chase and Whiteboard Capital, and holds a Chartered Accountancy degree from the Institute of Chartered Accountants of India. She has also completed CFA Level 1 and holds a Merit certificate for securing an aggregate of 100 in Business Studies.

Credentials

  • Completed CFA Level 1
    CFA Institute
    Feb, 2021
    - Apr, 2026
  • Merit certificate for securing an aggregate of 100 in Business Studies
    Central Board of Secondary Education
  • NCFM Capital Market: Intermediate module
    NCFM

Experience

    • Investment Associate
      • Feb 2022 - Present

  • JPMorgan Chase & Co.
    • Mumbai, Maharashtra
    • Investment Banking Analyst
      • Jan 2020 - Feb 2022
      • Mumbai, Maharashtra

  • HCL Technologies
    • Noida Area, India
    • Associate Manager, CFO Office
      • May 2019 - Jan 2020
      • Noida Area, India

  • Deloitte India
    • Gurgaon, India
    • Senior Associate (Article Assistant)
      • Oct 2016 - Apr 2019
      • Gurgaon, India

      Post BMR-Deloitte merger, I gained significant experience in advising multinationals and Indian business houses on a wide range of matters including international tax, corporate tax and exchange control

  • Grant Thornton LLP
    • Noida Area, India
    • Article Assistant
      • Jun 2016 - Sep 2016
      • Noida Area, India

      Under the Statutory audit role, I conducted limited review and yearly/ periodical audit for clients belonging to various industries, including healthcare and FMCG

Education

  • 2015 - 2019
    The Institute of Chartered Accountants of India
    Chartered Accountancy, Accounting and Finance
  • 2013 - 2016
    Shaheed Sukhdev College Of Business Studies
    Bachelor of Management Studies, Finance, General
  • 1998 - 2013
    Khaitan Public School, NOIDA
    Commerce

Suggested Services

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Industry Focus. “Venture Capital and Private Equity Principals”

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