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Junior Analyst

Redmond, Washington, United States
October 06, 2016

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Sowjanya Ravela

**** ***** *** **, **** # *** Redmond WA 98052; Tel: (H) 303-***-****;



Kessler Investments, Denver, Colorado, USA Oct 2008 – Mar 2013

Trading Assistant/ Junior Analyst

Trading Assistant Roles and Responsibilities:

Executed trades with 99% accuracy over phone and via Bloomberg trading platform, average size of trades performed ranged from $1M to $10M

Executed daily Treasury futures trades based on trading model developed by President

Performed monthly roll over trades from old 10 year notes and 30-year treasury bonds to new issue

Performed roll over trades for Treasury futures periodically

Executed functions of trading area such as non-discretionary trading instruction support and, prepared financial instruction sheets in excel format

Reconciliation of the executed price of the trades performed with traders by drawing comparison to live Bloomberg data that helped ensure the trade was done at the best possible price range

Reconciliation of the trades confirmation provided by trader with our instructions

Managed loss of errors near minimum by performing due diligence and paying keen attention to details in numbers

Created Repo Instructions in excel format, tracked daily interest accruals on repos as well as Treasury securities, performed reconciliation of these with clearing brokers

Junior Analyst Roles and Responsibilities:

Interpreted financial statements and performed daily reconciliation of account positions with those of Clearing Brokers

Managed client and market data, including tracking movement of funds between client banks and custodian

Produced reports on research results, and account positions via spreadsheets and statistical software(CAMRA) for data analysis

Regularly communicated with clients regarding their performance inquiries through weekly performance snapshots using MS Access and CAMRA software

Assisted in tracking of interest rates movements by following Federal Reserve announcements, analyzing market indicators and in house market research on the economy

Attended continuing education requirements on the Financial Licenses

Managed filing and retention of Daily statements on Cash Position, Account positions for regulatory requirements

Cleared CFA Level 1 in 2010

Hebert Research, Seattle, Washington, USA Jan - June 2007

Research Analyst

Project management: Created research proposals, questionnaires and custom research methodologies tailored to meet customers’ needs

Tested hypothesis and performed multivariate analysis of data results

Performed statistical inference, analysis of variance, multiple regression, categorical data analysis, and logistic regression using Excel office software

Responsible for creation of research reports and attended client presentations

Responsible for analysis of data sample and overseeing data collection

Conduct secondary research and assist research directors with focus groups

JM Morgan Stanley, New Delhi, India Jun - July 2004

Research Intern

Analyze trend reports on the construction equipment, tire, tractor, and two-wheeler industries in India

Researched and evaluated India's contributions to the global professional services market; identified specific growth industries

Performed administrative tasks including copying and report binding

Gokhale Institute of Politics and Economics, Pune, India. Mar- Apr 2005

Research Assistant

Led educational sessions of an Environmental Economics conference for industry professionals

Organized and coordinated workshops on multiple Environmental Economics topics

Prepared and distributed brochures and invitations for workshops; Increased audience attendance via email and phone communications

Researched and wrote course summaries for an Environmental Economics course

PEOI Organization (Professional Education International Organization Fund) Sep 2014- Mar 2015

Course Development Volunteer

Designing and developing course material on Fixed Income Markets undergraduate course

Edited and updated Microeconomics Undergraduate course text

Updated questions databank on Microeconomics


CFA Institute USA – Cleared CFA Level 1 (2010)

Financial Licenses (Expired): Series 7, Series 3, and Series 66

Master of Arts, Boston University, Boston USA (Sep 2005- May 2006)

Master of Arts, Gokhale of Institute of Economics, Pune, INDIA (July 2003-June 2005)

Bachelors of Arts, Sri Ram College of Commerce, Delhi, INDIA (July 2000- May 2003)


Financial Management, Econometrics, Statistics, Monetary Economics, International Finance, Mathematics


Effect of HIV/AIDS on Economic Growth of African Countries – The Solow Growth Model

Economic trends in Canada, Britain, France and Mexico: Analyzed and presented empirical findings

Economic Implications of Solid Waste Management Practices in India

Other Experience/SKILLS

Related Skills: Econometric and statistical Analysis, strong quantitative and qualitative research abilities

Public Training: SAS Enterprise Guide: ANOVA, Regression, and Logistic Regression

Personal: Ability to work independently and in teams, attention to detail

Computer Skills: MS Office, Excel, PowerPoint, Html, SQL, Java, Unified modeling language, Software: STATA; E-Views, CAMRA software, Bloomberg

Writing research reports, editing and proof reading of research papers written by Senior Analyst

*Reference: Available upon request

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