Corporate Engagement Strategist-Calvert

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Corporate Engagement Strategist-Calvert

Job at Morgan Stanley in New York

Corporate Engagement Strategist-Calvert Job Number:  3195815Posting Date:  Dec 16, 2021Primary Location:  Americas-United States of America-New York-New YorkOther Locations:  Americas-United States of America-Massachusetts-Boston, Americas-United States of America-District of Columbia-Washington, Europe, Middle East, Africa-United Kingdom-United Kingdom-LondonJob:  Desk StrategistsEmployment Type:  Full TimeJob Level:  Vice President DescriptionCalvert Research and Management is a recognized leader in responsible investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact.  Calvert Research and Management is headquartered in Washington DC and is a wholly owned subsidiary of Morgan Stanley, and operates within Morgan Stanley Investment Management (MSIM). For more information, visit www.calvert.com. Calvert Research and Management has approximately $36.5 billion of mutual fund and separate account assets under management as of September 30, 2021. The company traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed U.S. and international equity, fixed and floating-rate income, and multi-asset strategies. Basic Purpose: Calvert Research and Management (CRM) is seeking an experienced individual with a business analysis skill set to contribute to Calvert’s corporate engagement on environmental, social and governance (ESG) issues (sometimes called active ownership). Catalyzing positive change at companies in order to improve social and environmental outcomes, strengthen governance and improve investor returns is central to the mission of CRM.   Reporting to the Director of Corporate Engagement, the successful candidate will join a diverse and highly skilled team of engagement specialists who drive positive change through Calvert’s investment and engagement work. Excellent communication and persuasive skills, investment research and/or business analysis capabilities, and a demonstrated track record in executing on ESG strategies are essential traits. Primary Responsibilities: Corporate Engagement & Shareholder Activism Develop engagement strategies for investment portfolios:  Partnering with investment teams and other stakeholders, create and execute portfolio-level engagement strategies that complement Calvert’s portfolio investment strategies. Where relevant, be the main point of contact for active portfolio management teams for the Calvert Engagement group. Identify Engagement Targets: Using both a systematic/top-down monitoring approach and a bottom-up research approach, identify publicly traded companies that have the potential for improved long-term financial results through better management execution on material ESG topics. Determine which companies offer the most attractive opportunities for Calvert to strengthen its position as an investor, develop corporate engagement strategies for these target companies, and draft engagement theses. Conduct dialogues with companies: Engage in dialogue with senior executives and board members of the target companies. Track progress and report on milestones regularly and frequently to CEO. File Shareholder Proposals: Prepare and file shareowner resolutions when needed to move the engagement strategy forward. Leadership and collaboration Strategic Mindset: Leverage personal network and stay abreast of industry and market trends in order to identify opportunities for positive impact in the investment ecosystem that is in line with Calvert’s business strategy and growth priorities, and work with the Director of Corporate Engagement to advance those opportunities. Partner with internal stakeholders: Develop relationships with Calvert and MSIM investment and ESG research professionals to leverage Calvert data in support of engagement efforts. Collaborate with other investors: Establish and maintain relationships with external institutional investors to build and participate in coalitions of investors to drive positive change. Project Management: The strategist will coordinate project groups, including company engagement teams, research project groups, and other ad hoc projects as arise from time to time.  The strategist will be expected to mentor more junior staff members as a part of project collaboration. Other Identify opportunities to employ available data to enhance our engagements, and work with ESG Research group and the ESG Data team to conduct appropriate research. Take part in internal standing committees or ad hoc working groups serving various project or oversight functions. Participate in speaker panels, due diligence meetings, and other external presentations in support of business development activities. Draft written content for internal and external communications. Develop and implement training for engagement staff on relevant ESG and engagement topics. Work with senior leaders to identify opportunities for process improvements.  Qualifications CFA, MBA, or other relevant advanced degree required, although sufficient professional experience may be a substitute for educational credentials. At least 10 years of investment research or corporate experience, including roles either involving engagement with corporations or executing corporate ESG strategy. Expertise with environmental, social and governance issues relating to investment or corporate management. Ability to synthesize a wide variety of inputs, both internal and external, to distill key points and develop a compelling case for change. Persuasive communication skills, experience presenting to sophisticated corporate and/or investment audiences, and an ability to manage conflict. Ability to work collaboratively with colleagues to achieve results. Demonstrated ability to manage multiple, ongoing projects simultaneously. A self-starter and critical and independent thinker.

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