Operations

Operations

     Support, IT, & Finance

Our Operations Assistants are an integral part of the Bradley, Foster & Sargent team. Although they typically do not have direct access to clients, they nonetheless provide valued support services to the investment and technical professionals in the firm which, in turn, benefits our clients. Their primary responsibilities include asset allocation compliance testing, billing functions, daily reconciliation of transactional activity, calculation of account performance, processing of payables and general back-up support for the Portfolio Assistants.