Stephen Shank Email & Phone Number

Lancaster, PA, US

Serve as principal contact for SERS Private Equity fund managers as delegated. Plan/implement/evaluate the Private Equity program consistent with delegated authority from the DCIO, CIO and Board-approved Investment Policy.Source and recommend fund managers (commitments to), as well as dispositions of funds with support of outside consultants. Ensure the.

Assist investment team across all asset classes.Work collaboratively in supporting the Portfolio Manager (Private Equity) and team in monitoring and evaluating investment managers and the ongoing management of existing private capital portfolio. Assist with oversight of research, evaluation, and selection of Private Equity managers to align with SERS'.

FKA Burgiss.Responsible for management and client retention across particular set of accounts using (SaaS) Private i and/or Caissa platforms.Trained client base on existing/new enhancements to software and data on the Private i platform. Ensure all are aware of functionality which assist with portfolio oversight from due diligence to fund/portfolio.

FKA Burgiss.Collaborated as team supporting daily inquiries, webinar and onsite training across all Burgiss tools.Provided best practice advice in utilizing the Private i software to track private equity cash flows, unfunded commitment and performance measures (IRR, TWRR, various multiples, public market comparison, peer group comparison).Ensured retention.

FKA Burgiss.Actively managed book of business across particular set of existing clients. At one point this book of business included all west coast based accounts.Responsible for deepening relationships and preventing attrition by maximizing clients' knowledge across existing subscriptions while also responsible for up selling of other tools including.

FKA Burgiss.Coordinated onboarding of new clients into Private i software including full review of client's data pre and post conversion to ensure best reporting possible based upon state/detail of the data provided.Coordinated client upgrades from Private i 4 to Private i 5.Coordinated and conducted training for new clients and existing clients upgrading.

FKA Burgiss.Collaborated with client service team in serving client base in maintaining and reporting across their private capital portfolios via Private i portfolio management software.Conducted 120+ on-site client training sessions, including international travel, demonstrating how to track and report performance on their investments using the Private i.

Same responsibilities as first internship continuing to further increase industry knowledge learning from the same members of the then alternative investment team.Provided opportunity to perform active due diligence of a local prospective fund manager including on-site visit to prior funds' holdings

Worked in the private equity & venture capital asset class area and gained experience in the day-to-day operations including processing daily drawdowns, distributions and valuations into Private i software and running various performance reports.Assisted in monitoring existing fund manager relationships.Reached out to fund managers to inquire for further.