Morgan Stanley

Calvert Engagement and Proxy Voting - Associate

Morgan Stanley • $90K — $135K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; advanced degree or relevant credential preferred.
  • 3-6 years of experience in investment management, ESG research, or related fields.
  • Strong understanding of responsible investment and corporate governance.
  • Excellent research and analytical skills; able to synthesize complex information.
  • Strong written and verbal communication skills for diverse audiences.
  • High attention to detail and ability to manage sensitive information.
  • Ability to prioritize effectively in a fast-paced environment.
  • Proficiency in Microsoft Office; experience with data tools and automation is necessary.

Responsibilities

  • Conduct research on ESG trends and prepare engagement materials for portfolio companies.
  • Support annual engagement target selection and maintain detailed records of engagement activities.
  • Lead proxy-related stewardship engagement calls on voting items.
  • Analyze and review proxy voting policies; contribute recommendations to the Engagement and Proxy Committee.
  • Determine voting decisions on proxy ballot items consistent with Calvert's policies.
  • Perform due diligence on ballot items and ensure timely voting processes.
  • Collaborate with internal teams on engagement and proxy voting deliverables.
  • Develop communication materials, including reports and presentations, on engagement outcomes and trends.

Benefits

  • Hybrid work arrangement, allowing one day remote.
  • Opportunity to influence corporate governance and sustainability practices.
  • Engagement in a mission-driven investment philosophy focused on responsible investing.
Full Job Description
Position Overview

Calvert Research and Management (CRM) is seeking a self-motivated and critical thinker to support and execute the firm's shareholder engagement, corporate advocacy and proxy voting activities. This position supports Calvert's mission of responsible investing by contributing to engagement programs and proxy voting processes that seek to promote sound environmental, social and governance practices through active ownership and dialogue with portfolio companies to strengthen governance and improve investor returns in accordance with the Calvert Principles.

The role is designed for a professional who can conduct research, prepare analysis, support company dialogue, contribute to voting decisions and help translate engagement and proxy voting activity into clear materials for investment teams, clients, boards and other stakeholders.

Key Responsibilities
  • Engagement research and execution: Analyze environmental, social and governance trends, conduct company and industry research, prepare engagement agendas and supporting materials, and participate in or lead company meetings in support of defined engagement objectives representing Calvert or as part of a collaborative engagement alongside institutional investors, industry organizations and coalitions.
  • Engagement program support: Support annual engagement target selection, monitor company progress following engagement, maintain engagement records and contacts, and help ensure engagement activity is documented in accordance with team procedures.
  • Stewardship engagement: Lead and participate in proxy-related stewardship engagement calls on specific voting items, including board composition, executive compensation and shareholder proposals, and coordinate with investment teams to ensure alignment on activities.
  • Proxy voting policy review: Analyze proxy voting policies and recommend revisions to the Engagement and Proxy Committee to support consistent application of Calvert's voting guidelines and stewardship objectives.
  • Proxy voting analysis: Analyze select proxy ballot items to help determine voting decisions consistent with Calvert's proxy voting policies and procedures.
  • Proxy voting controls: Perform due diligence and quality checks on ballot items, monitor vote cut-offs and support timely voting across accounts.
  • Stakeholder collaboration: Work with Calvert investment professionals, ESG research analysts, legal, compliance, operations, sales, marketing, RFP and other internal partners to support engagement, proxy voting, reporting and client-related deliverables.
  • Reporting and communications: Develop presentations, case studies, stewardship reports, board materials, thought leadership pieces and other content that communicates engagement and proxy voting trends, activity and outcomes to internal and external audiences.
  • Market and process intelligence: Monitor stewardship, corporate governance, regulatory and market developments and contribute to process improvements, data quality and workflow efficiency across the engagement and proxy voting program.


Qualifications
  • Bachelor's degree required. Advanced degree, CFA progress or other relevant credential in finance, business, law, sustainability, public policy or a related field preferred.
  • Typically 3-6 years of relevant experience in investment management, ESG research, corporate governance, shareholder engagement, proxy voting, sustainability, investment research, public policy, consulting or a related field.
  • Strong understanding of responsible investment, stewardship practices, corporate governance and proxy voting; familiarity with asset management or institutional investor practices preferred.
  • Excellent research and analytical skills, with the ability to synthesize complex information from corporate disclosures, proxy statements, sustainability reports, regulatory materials, investment research and third-party datasets.
  • Strong written and verbal communication skills, with the ability to develop clear, concise and persuasive materials for internal and external audiences.
  • High attention to detail and sound judgment, including comfort working with sensitive information, procedures, controls and deadlines.
  • Ability to manage multiple projects simultaneously, prioritize effectively and follow through on deliverables in a fast-paced environment.
  • Collaborative working style and strong relationship-building skills, with the ability to work across investment, research, stewardship, legal, compliance, operations and client-facing teams.
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint, and Tableau is required. Experience with data tools, automation, Power BI, Power Query, Python or AI-enabled workflows is necessary.

Reporting Line

The Associate, Engagement and Proxy Voting will report to a senior member of Calvert's Engagement and Proxy Voting team.

Location

This role is based in Calvert's New York, NY office with a hybrid work arrangement of four days in office and one day remote.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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