Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Fenil Gala

Mumbai, Goregaon

Summary

Detail-oriented Research Analyst with a strong background in financial markets and renewable energy research. Proven ability to conduct in-depth analysis on interconnection queues, ESG initiatives, and market trends. Demonstrates excellent analytical skills, with a commitment to supporting client decision-making through clear and actionable insights. Recognized for mentoring junior analysts and contributing to team success in fast-paced environments.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Research Analyst

New Project Media
Mumbai, Maharashtra
12.2022 - Current

New Project Media (NPM) is a United States based startup leading data, intelligence and events company dedicated to providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community.

  • Conducting research on Interconnection Ques and Agreements produced by the 7 major ISOs/RTOs in North America and the Federal Aviation Administration, with a focus on wind projects. This involves documenting the findings in a clear, presentable format, emphasizing key points and financial details crucial for client decision-making.
  • Performing secondary research on renewable energy projects, project developers, and utility companies to identify any crucial information from subscribed sources and free web searches.
  • Performing research on ESG and Sustainability related initiatives of companies (taking reference of ESG and sustainability scores and ratings by various ESG scorecard providers like Sustainanalytics, MSCI, etc. to derive a conclusion).
  • Writing intelligence reports on mergers and acquisitions, block deals, and summaries of power purchase agreements (PPAs) within the North American renewable energy market. Additionally, mentoring junior analysts on the process and providing fundamental training on drafting and screening information through advanced search techniques.

Analyst

Morgan Stanley
Mumbai, India
05.2022 - 09.2022
  • Assisted the team of Equity Bookings & Allocations in the Trade Settlement Cycle.
  • As a member of the Client Servicing Group, my role involved understanding financial transactions, communicating with clients, and addressing their issues as part of business-as-usual operations.
  • Ensuring due diligence checks on trades of Investment Banking and Wealth Management clients to mitigate reputational risk of the firm.
  • Actively volunteered in the MS Charity Event at the school for underprivileged students by managing and arranging things, distributing food samples, and medicine.

Education

CFA Institute -

CFA Level III Candidate
01-2025

CFA Institute -

CFA Level II
01-2022

CFA Institute -

CFA Level I
01-2019

Bachelor of Commerce -

Mithibai College Of Commerce
01-2019

Class XII -

Mithibai College Of Commerce

Class X -

Yashodham High School

Skills

  • Quick Learner
  • Entrepreneurial Mindset
  • Financial Markets
  • Strong analytical skills
  • Microsoft Excel
  • Financial Modeling
  • Good communication skills
  • Stock Trading & Investments
  • Client Relationship Management

Certification

The Wall Street School, Investment Banking Certification (6/2024 - 9/2024)

  • Performed Company Valuations utilizing Markets Approach (Relative valuations - Trade Comps & Deal Comps) and Income Approach (Future Cash Flows – DCF).
  • Built fully integrated financial projection models including ability to run sensitivities within models & worked on Company profiles, Sector analysis, etc.

Timeline

Research Analyst

New Project Media
12.2022 - Current

Analyst

Morgan Stanley
05.2022 - 09.2022

CFA Institute -

CFA Level III Candidate

CFA Institute -

CFA Level II

CFA Institute -

CFA Level I

Bachelor of Commerce -

Mithibai College Of Commerce

Class XII -

Mithibai College Of Commerce

Class X -

Yashodham High School
Fenil Gala