Portfolio Services

Portfolio Services (PS) strives to deliver portfolio management products and services that support our clients’ investment offices and CA’s internal investment teams. Team members are focused on delivering investment office solutions and tools to client desktops that provide coverage of global markets, contribute to more informed decision making, and ultimately, drive superior investment results. Our team includes more than 300 individuals operating across Optica and Data & Reporting Departments from four locations: Arlington, Boston, London and Singapore. We serve more than 800+ clients of the firm, whether directly or as part of a broader engagement.

 

Students & Recent Graduates

You are the new era of talent. Build your future alongside a team of highly-motivated and ambitious individuals as you challenge yourself with exposure to global portfolio & fund data. Discover new mentors in an inclusive, knowledge-sharing culture. Strive to be a change-agent for the service we provide key stakeholders and for the acceleration of your own personal and professional development.

Bring your talents to the teams within Data & Reporting.

Experienced Professionals

Accelerate your career alongside a team of innovative and dedicated professionals. From Analysts to Directors, individuals serve Portfolio Services in diverse capacities to expand the breadth and depth of our digital platform and service offerings. Team members are focused on initiatives including business development, client support and product development.

CA has a history of innovation. Join the future with Optica.

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Optica

Optica is the next generation of CA’s digital investment products for the world’s most sophisticated investors. Optica harnesses CA’s proprietary data, research content, and investment acumen to help investors make informed decisions. The Optica Team is the digital product arm within an established, independent and global investment firm. Our team is organized across Product Development, Client Support, and Business Development. We’re an entrepreneurial, collegial, and motivated group that’s passionate about serving our clients and realizing the Optica vision.

Data & Reporting

From the inception of Data & Reporting, we’ve been a team dedicated to the curation of the financial data that our investment research and advisory teams rely on. Even as global marketplaces evolve, our purpose remains clear: accuracy and integrity in centralizing the collection of all investment manager data, as well as the production of portfolio monitoring services.

Data & Reporting is comprised of the Manager Information Group and the Performance Reporting Group; representing approximately a quarter of the firm’s team members across the globe. Leverage a career in either group to receive exposure to Private Investment, Hedge Fund and Long-Only asset classes.

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