SEI
The Investor Services Supervisor oversees the onboarding of investors into hedge and private equity funds, ensuring accurate data entry and compliance with Anti-Money Laundering policies. This role involves managing daily bank account monitoring, reviewing wire templates, and generating investor reporting for distribution. The supervisor also handles client inquiries, conducts performance appraisals, and provides training to team members.
Headquarters
Oaks, Pennsylvania, United States
Company Size
1001-5000 employees
Founded
1968
SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SEI .
SEI didn’t post a salary, so this is our estimate from similar listings.
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