Portfolio Services

Portfolio Services icon
Portfolio Services delivers portfolio management products and services that support our clients’ investment offices and our 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.


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 our investment teams make informed decisions.

Data & Reporting

The Data & Reporting team is dedicated to the curation of financial data that our investment teams use to evaluate investment options. 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 comprises the Manager Information Group and the Performance Reporting Group. Leverage a career in either group to receive exposure to private investment, hedge fund, and long-only asset classes.

Explore Opportunities with CA

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 and fund data. Discover new mentors in an inclusive, knowledge-sharing culture.

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.

In their own words

Investment Performance Analyst, Performance Reporting
Joined in 2016

‘Challenging yet rewarding’ is the phrase that best describes my experience at CA. Being able to work in an international team whilst serving a diverse clientele base has given me excellent learning opportunities and exposure beyond the financial industry.

There are also ample opportunities for me to develop holistically in terms of my leadership and project management capabilities. If you are a self-starter and have the drive to learn, you will greatly benefit from a career at CA.

Junior Investment Operations Associate, Manager Information Group
Joined in 2017

I joined CA as a summer intern, and I immediately knew that this was the perfect firm to not only build a strong financial background, but to develop a unique skillset that would facilitate both personal and professional growth. Through a team-oriented culture that rewards original thinking, I have been continuously challenged at each turn of the job; and thanks to a well-structured training program, I have been able to transition to the working world far faster than I originally thought possible.

Here at CA, you will be provided with a great opportunity to learn under some of the most committed individuals in the industry, all while developing the same fundamental values that has given CA the respected name it currently holds.

Director, Data Processing
Joined in 2011

I began my career at CA as a Junior Associate. During my time, I have interacted with clients, investment managers, and internal groups, giving me a 360 degree perspective on portfolio management. I have impacted global teams by growing a team from a group of 40 to a department of 120. Throughout my career, CA provided me with these growth opportunities and then supported me through a well-established mentoring and training program.

Senior Director, Client Reporting
Joined in 2008

CA is an organization that aligns with two values important to my career. The first is to work in an environment where it is not only an expectation but a responsibility felt by all team members to care about each other and support each other’s pursuits and goals. The second is to be able to increase your sphere of influence to make a greater impact as your skills and abilities grow.

During my time at CA, I have truly found both while forging lifelong relationships and proudly collaborating across multiple departments and global offices.