Eric Coyra-Calienes Email & Phone Number

Arlington, Va, Us

Arlington, Virginia, United States

Private Investment Specialist - Global Investment Services - Endowment & Foundation Practice

Arlington, Virginia, United States

Developed an automated, portfolio reconciliation tool and coordinated the cross-department rollout to over 100 users, which directly led to a 40% reduction in reconciliation and data entry errors YoY from 2019-2020.Identified bottlenecks in the monthly reporting process and presented solutions which led to a material improvement in reports delivered to stakeholders on time YoY from 2020-2021.

Arlington, Virginia, United States

Evaluated an early stage venture capital fund, based in the Midwest, and assisted with the indication of interest submission for new and existing LPs, data analytics, and investor due diligence draft for stakeholder consumption. Conducted a research projection on large cap buyout managers to determine potential areas where they can outperform their small cap equivalents in certain market environments by analyzing deal level data from 20 vintage years and across the several industries.Collaborated on a secondary fund research project to evaluate strategies for mitigating the J-Curve impact, increase IRR and TVPI, and achieve desired program allocation, when building a new private investment program.

Arlington, Virginia, United States

Produced high quality investment performance reports for internal and external stakeholder use, which helped guide rebalancing and investment recommendations within the Endowment & Foundation and Private Practices. Served as the groups primary methodology resource for inquiries relating to reporting methodology, performance calculations, partnership ratio client management, quality control management, and department processes.Created an online library of training materials to improve the onboarding process for new analysts and provide a central reference location for continued learning and development, during the COVID-19 pandemic.

Arlington, Virginia, United States

Arlington, Virginia, United States

Arlington, Virginia, United States

Washington D.C. Metro Area

-Assisted in the production of programs and events such as the on-campus career fair, the etiquette dinner, speed networking classes, and career panels-Advertised programs and events by providing information at tables in the student center-Updated social media accounts to keep student body up to date on the office's latest offerings-Hosted weekly walk in hours for resume / cover letter critique

Greater New York City Area

-Analyzed the risk and return profiles of different types of insurance companies and pitched diversification by offering them several nontraditional investment funds, in order to help them address their financial obligations.-Expedited the transition to the Salesforce CRM system by organizing and extracting existing client information from the current applications, with input from sales team members, which allowed for a more efficient onboarding process and quicker usability of the new system.-Developed several macro-enabled models which allowed team members to more efficiently compare the performance of existing clients against industry competitors.

Washington D.C. Metro Area

-Connected economics and policy research with appropriate audiences both in and outside of the DMV Area-Identified opportunities and initiated outreaching efforts to develop high-value partnerships with various start-up think tanks -Assisted with event planning and scheduling for various scholars and compiled key materials for CPAC 2015

Coconut Creek, Florida

-Evaluated client website performance in key conversion metrics, with proprietary analytics tools, and presented results to sales associates to assist in client meetings and prospecting efforts.-Researched the traffic demographic of several client websites to identify and recommend additional translation opportunities to clients to help boost conversion metrics in offshore markets.

Master Of Business Administration - Mba

Activities and Societies: Consulting Club, FinTech Club, Latin American Business Society

Bachelor Of Science '16, International Economics And Finance

Activities and Societies: Phi Eta Sigma, University Honors Program, Business Professional Society, Investment Club, International.

Study Abroad - History

Activities and Societies: Junior Common Room Research focus on British foreign policy & international relations during the 20th century.