ESG Engagement & 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

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