Engagement & Proxy Voting Associate - Hybrid Role

Morgan-Stanley; Town of Islip (NY); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Calvert Research and Management, part of Morgan Stanley Investment Management, seeks an Associate to support shareholder engagement and proxy voting. You will research ESG trends, prepare engagement materials, and participate in company meetings with investment teams to align on governance and outcomes.

The role involves analyzing proxy items, developing communications for clients and boards, and collaborating with legal, compliance, and research teams in a hybrid New York office setting.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• Strong research and analytical skills with ability to synthesize complex information.
• Excellent written and verbal communication; ability to develop clear materials.

Responsibilities

• Engagement research and execution: analyze ESG trends, conduct company research, prepare engagement materials, and participate in company meetings.
• Support engagement program processes and documentation; monitor progress and maintain records.
• Lead and participate in proxy-related stewardship engagements and coordinate with investment teams.

Skills

Research & analysis

Communication skills

Excel

PowerPoint

Tableau

Power BI

Python

Power Query

AI-enabled workflows

Education

Bachelor’s degree

Advanced degree preferred

Tools

Tableau

Power BI

Power Query

Python

Job description

Calvert Research and Management, part of Morgan Stanley Investment Management, seeks an Associate to support shareholder engagement and proxy voting. You will research ESG trends, prepare engagement materials, and participate in company meetings with investment teams to align on governance and outcomes.

The role involves analyzing proxy items, developing communications for clients and boards, and collaborating with legal, compliance, and research teams in a hybrid New York office setting.