Calvert Engagement and Proxy Voting – Associate

Morgan Stanley; New York (NY); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Calvert Research and Management (CRM) is seeking a proactive professional to support shareholder engagement, corporate advocacy and proxy voting activities. This role contributes to responsible investing by engaging with portfolio companies to promote governance and improve investor returns in line with Calvert Principles.

The Associate position involves collaboration with internal teams and external investors to advance engagement programs, analyze proxy items, and develop communications that

Qualifications

• Bachelor’s degree required; advanced degree or CFA progress preferred.
• Typically 3–6 years of experience in investment management, ESG research, corporate governance, or related fields.
• Strong understanding of responsible investment, stewardship, and proxy voting practices.
• Excellent research and analytical skills with ability to synthesize disclosures, proxy statements and reports.
• Strong written and verbal communication skills for internal and external audiences.
• Attention to detail and ability to manage multiple projects in a fast-paced environment.
• Collaborative, cross-functional mindset with ability to build relationships across teams.
• Proficiency in Excel and PowerPoint; experience with Tableau, Power BI and Python is preferred.

Responsibilities

• Lead engagement research and execute company meetings in support of defined objectives.
• Support engagement target selection and maintain engagement records.
• Lead and participate in proxy-related stewardship calls and coordinate with investment teams.
• Review proxy voting policies and recommend revisions to governance committees.
• Analyze proxy ballot items to inform voting decisions.
• Perform due diligence and ensure timely voting across accounts.
• Collaborate with internal partners to support engagement, reporting and client deliverables.
• Develop presentations, case studies and stewardship reports for internal/external audiences.
• Monitor market developments and contribute to process improvements.

Skills

ESG research

Stakeholder engagement

Proxy voting

Data analysis

Policy analysis

Communication

Education

Bachelor's degree

Advanced degree or CFA progress

Tools

Excel

PowerPoint

Tableau

Power BI

Power Query

Python

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.

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 Calvert

Calvert is a global leader in responsible investing, focused on identifying investment opportunities that seek to deliver competitive returns and measurable impact. 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. 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.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $90,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.