Erick Herrera Email and Phone Number

- Became a POC for firm's deal-closing workflow tool, Appian. Assisted over 20 teams across the private equity deal-closing workflow with tool navigation, and coordinated to resolve hundreds of business critical issues, while coordinating with the tech team as needed. Created and provided metrics on a regular business to senior stakeholders regarding user adoption. Represented the business in discussions with tech teams, and signed off on on behalf of the business for enhancement releases in… Show more - Became a POC for firm's deal-closing workflow tool, Appian. Assisted over 20 teams across the private equity deal-closing workflow with tool navigation, and coordinated to resolve hundreds of business critical issues, while coordinating with the tech team as needed. Created and provided metrics on a regular business to senior stakeholders regarding user adoption. Represented the business in discussions with tech teams, and signed off on on behalf of the business for enhancement releases in the testing phase. Led and trained new offshore resources to maintain the daily support functions as well.- Co-led the day-to-day middle office and operations responsibilities for one of firm's alternatives investment business. Responsibilities include circulating daily cash sheets to portfolio managers, submitting payments on behalf of sub-advisors, resolving short cash balances for fund accounts, ensuring upkeep of reconciliations from sub-advisors, processing large subscriptions or redemptions as requested by portfolio managers, and more. Show less

- Maintained and developed a temporary controls structure for a newly launched treasury management tool for the firm's Alternative's business, Hazeltree. Coordinated with finance teams, system service providers, custodians, and fund administrators to reconcile and resolve cash breaks along with missing data. Worked with firm's seven private equity finance teams on future-state requirements gathering and general guidance on general tool navigation. Became the main-driver in onboarding one of the… Show more - Maintained and developed a temporary controls structure for a newly launched treasury management tool for the firm's Alternative's business, Hazeltree. Coordinated with finance teams, system service providers, custodians, and fund administrators to reconcile and resolve cash breaks along with missing data. Worked with firm's seven private equity finance teams on future-state requirements gathering and general guidance on general tool navigation. Became the main-driver in onboarding one of the firm's alternatives business live into the tool for daily business dependency. Provided senior stakeholders metrics on user adoption as well. Show less

- Co-lead a Salesforce data cleansing initiative in collaboration with the Private Client Administration team. Became a point person for around 40 wealth management teams on Salesforce client-data entry guidelines, along with general tool navigation. Provided metrics to senior stakeholders on a regular basis for data cleansing.

- Served as an analyst for an implementation project on a new platform, InvestCloud. Maintained a project items tracker and reached out to different teams for updates regularly. Provided reconciliations and comparison analyses for certain data such as the firm's high-net worth clients and differences between existing reports and InvestCloud reports.

As a means of being introduced to the finance services industry, partook in smaller-scale initiatives such as the following:- Redesigning Operations and Fund Services Department webpages within firm network. In the process of doing so, reached out to various teams within the department to gather updated functional descriptions.- Assisted the Global of Head Tax to sort a substantial backlog of firm tax documents. Created a matrix to document contents of tax forms. - Maintained a… Show more As a means of being introduced to the finance services industry, partook in smaller-scale initiatives such as the following:- Redesigning Operations and Fund Services Department webpages within firm network. In the process of doing so, reached out to various teams within the department to gather updated functional descriptions.- Assisted the Global of Head Tax to sort a substantial backlog of firm tax documents. Created a matrix to document contents of tax forms. - Maintained a project issues log and circulated before project meetings. Project pertained to publishing regulatory reports (RTS28) mandated by the MIFID II regulation. - Assisted with a Business Continuity Planning initiative in testing web application URL links through firm's virtual desktop. - As an expense management initiative, analyzed the overall cost of fees associated with providing department employees with market data platforms. Compared the overall cost of the current quarter with the previous quarter, and found a .15% increase. - Assisted in a firm project in implementing a new investment data report platform. Reconciled data to ensure new investment date in the report platform is accurate. Show less

- Selected as a Production Team Member to partake in a leadership role to facilitate program structure and experiences of new cast members. Helped new members acclimate to the program. - Took a more pivotal role in organizing the theme and narratives of the musical in a 3-day retreat along with meeting weekly with the rest of the production team and artistic director. - Picked by the artistic director for a lead role in a narrative to highlight the prevalence of domestic violence and… Show more - Selected as a Production Team Member to partake in a leadership role to facilitate program structure and experiences of new cast members. Helped new members acclimate to the program. - Took a more pivotal role in organizing the theme and narratives of the musical in a 3-day retreat along with meeting weekly with the rest of the production team and artistic director. - Picked by the artistic director for a lead role in a narrative to highlight the prevalence of domestic violence and drug abuse in homes. - Conducted interviews for assistant directors and choreographer positions.- Helped organize a community action plan to assist people seeking public housing. Show less

- Participated in 2 off-broadway professional musicals led by teenagers based on real experiences. During the theme building of the show, explored and learned more about prevalent societal issues such as domestic violence, drug abuse, depression, bullying, sexual assault and more through the sharing of real-life experiences. Partook in weekly discussions and activities based on these topics. In the musical performances, played supporting characters in a grand auditorium for an audience of 150+… Show more - Participated in 2 off-broadway professional musicals led by teenagers based on real experiences. During the theme building of the show, explored and learned more about prevalent societal issues such as domestic violence, drug abuse, depression, bullying, sexual assault and more through the sharing of real-life experiences. Partook in weekly discussions and activities based on these topics. In the musical performances, played supporting characters in a grand auditorium for an audience of 150+ people. Show less

- Engaged in meaningful discussions and activities regarding a variety of prevalent topics pertaining to social issues. Topics include the school to prison pipeline, mass incarceration, immigration, and racism.- Participated in demonstrations hosted by the organization in Washing D.C. regarding the school to prison pipeline and LGBTQ+ rights.

- Organized architects to perform a feasibility study for implementing a green roof on my high school infrastructure. - Created a presentation on green roof implementation to high school administrators and faculty as a way to bud interest in implementing technology for student use.- Used department resources to compete in a national science competition. Used resources from internship site to create and redesign a comprehensive green roof.- Created an informational brochure for… Show more - Organized architects to perform a feasibility study for implementing a green roof on my high school infrastructure. - Created a presentation on green roof implementation to high school administrators and faculty as a way to bud interest in implementing technology for student use.- Used department resources to compete in a national science competition. Used resources from internship site to create and redesign a comprehensive green roof.- Created an informational brochure for department to use on pest plants.- Studied and explored utilizing fireflies as a natural light-source for conventional use. Show less

- Managed team of approximately 15 groundskeepers to maximize efficiency in maintaining cleanliness for 5 baseball fields on any given day.

- Provided supportive individualized instruction to nurture kindergarteners and first graders' ability to read. - Provided about 40 reading sessions a month.