Shivam Juneja
Hailing from Chandigarh, a city known for its vibrant culture and planned simplicity, I have always been driven by the pursuit of excellence across academics, extracurricular activities, and my professional career. After completing my B.Com, I stepped into the world of assurance at EY Global Delivery Services, where I have worked on complex audit engagements for US-based Wealth & Asset Management clients, primarily hedge funds under the US GAAP framework. Auditing entities with combined Assets under Management exceeding $100 billion has strengthened my analytical thinking, problem-solving abilities, and stakeholder management skills while exposing me to diverse global teams and business environments. Beyond my core responsibilities, I have actively contributed to mentoring team members, supporting client transitions, and driving process improvements through automation initiatives. These experiences have helped me develop a strong sense of ownership, adaptability, and leadership, earning me multiple recognitions, including the Extraordinaire Award, SPOT Awards, and GDS User Recognition Awards. As a Basketball enthusiast, I strongly believe that sports instil discipline, resilience, teamwork, and leadership. Whether on the court or in the workplace, I enjoy bringing people together and working towards shared goals. At XLRI, I bring a blend of professional rigour, leadership experience, and a collaborative mindset, along with a constant desire to learn, contribute, and create meaningful impact.
Work experience
54 months in total
Career highlights
Assistant Manager in Audit, Ernst & Young GDS
- Led and contributed to 30+ US-based Wealth & Asset Management audit engagements, primarily hedge funds under the US GAAP framework, with combined Assets under Management (AUM) worth hundreds of billions of dollars.
- Independently managed end-to-end audit lifecycle for 5+ engagements, from planning and execution to issuance, while ensuring timely closure of open items and stakeholder alignment.
- Served as the primary point of contact for clients and onshore senior stakeholders, coordinating daily discussions, resolving blockers proactively, and ensuring adherence to reporting timelines.
- Worked closely with Partners on audit strategy, budgeting, and execution discussions, while participating in EDAP meetings to present findings, assess risks, and align on conclusions before issuance.
- Performed detailed testing across critical audit areas, including Capital, Investments, and Profit & Loss, covering valuation, levelling, investment activity, realised gain/loss, and purchase/sale testing of investments.
- Collaborated with cross-functional teams, including Independence, Financial Audit IT (FAIT), and Derivatives Valuation Control (DVC) teams to strengthen audit quality, compliance, and risk coverage across engagements.
- Leveraged automation and analytics tools such as DataSnipper, Smart Sampling, Securities Pricing Valuation (SPV) and financial market data platforms such as Bloomberg, LSEG Refinitiv, and Factiva to streamline workflows, enhance audit efficiency, and support financial analysis.
- Mentored and onboarded new team members on audit methodologies, testing procedures, and firm tools, supporting smooth team integration and consistent delivery excellence.
Achievements
- Extra Miler - May 2026
- Achiever Extraordinaire - May 2025
- SPOT Award - May 2023, November 2024
- GDS User Recognition - February 2023, January 2025, July 2025
Certifications
- Forward Learning Program, McKinsey & Company - 2025
- Lean Six Sigma, White Belt - 2025
- AI Now 2.0, Coursera - 2025
- Fundamentals of Digital Marketing by Google
