Ms
Calvert Engagement and Proxy Voting – Associate
New York, New York, United States of America
Sponsorship not specifiedDetected 1 day ago
PythonData VisualizationCRMExcelCorporate LawResearchLeadershipCommunicationCollaborationPublic SpeakingMicrosoft OfficeCFA
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About the role
- 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.
- Through proprietary research, active corporate engagement and proxy voting, Calvert works to encourage more sustainable and responsible business practices while supporting long-term value creation.
Responsibilities
- 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 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.
Requirements
- 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.
- We do it in a way that's differentiated - and we've done that for 90 years.
- At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
- Bachelor's degree required. Advanced degree, CFA progress or other relevant credential in finance, business, law, sustainability, public policy or a related field preferred.
- Strong understanding of responsible investment, stewardship practices, corporate governance and proxy voting; familiarity with asset management or institutional investor practices preferred.
- 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.
- 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.
- 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.
- 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.
Nice to have
- Bachelor's degree required.
- Advanced degree, CFA progress or other relevant credential in finance, business, law, sustainability, public policy or a related field preferred.
- Strong understanding of responsible investment, stewardship practices, corporate governance and proxy voting
- familiarity with asset management or institutional investor practices preferred.
Compensation
- 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.
Company info
- Part of Morgan Stanley Investment Management, Calvert applies a principles-based approach to integrating financially material environmental, social and governance factors into investment research and decision-making.
- 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.
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