Morgan Stanley
in Washington, District of Columbia
Corporate Engagement Associate - Calvert
Corporate Engagement Associate - Calvert Job Number: 3209847Posting Date: Apr 27, 2022Primary Location: Americas-United States of America-District of Columbia-WashingtonOther Locations: Americas-United States of America-New York-New York, Americas-United States of America-Massachusetts-Boston, Europe, Middle East, Africa-United Kingdom-United Kingdom-LondonEducation Level: Refer to Position DescriptionJob: Asset/Investment ManagementEmployment Type: Full TimeJob Level: Associate DescriptionMorgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Calvert 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, operating 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 a motivated and talented individual to support Calvert’s proxy voting and corporate engagement on environmental, social and governance (ESG) issues (also called active ownership). Catalyzing positive change at companies in order to improve social and environmental outcomes, strengthen governance and improve investor returns in accordance with the Calvert Principles for Responsible Investment is central to the mission of CRM. The qualified candidate will join a diverse and highly skilled team of ESG engagement specialists who drive positive change through Calvert’s investment and engagement work. We recognize that qualified candidates may not have direct experience in active ownership. Excellent writing and research skills, a background in the environmental, social and governance topics that we cover, a genuine interest in finance and the capital markets, and a strong desire to create positive change are essential traits. We expect that this role will enable successful candidates to develop the professional skills necessary to independently lead corporate engagements. PRIMARY RESPONSIBILITIES Research & Engagement Support - Analyze social, environmental and governance trends to identify emerging themes for engagement and voting. - Perform company research in support of specific corporate engagements and annual engagement target selection. - Organize and participate in company meetings, and provide written analysis of meetings in support of engagement objectives. - Provide input and analysis to Calvert’s investment research team on the target companies. - Participate in company letter writing campaigns. - Collaborate with internal partners, including investment professionals and ESG research analysts, in providing input to company engagements. - Assist with developing reporting and presentations related to engagement and proxy voting trends. - Maintain database of corporate engagement notes and company, investor and stakeholder contacts. - Monitor actions of companies following Calvert engagement. - Respond to a variety of reporting requests (Sales, Marketing, RFPs, etc.) about CRM proxy voting and engagement activities. - Support the drafting of comment letters regarding regulatory actions. Proxy Voting - Determine voting decisions on selected proxy ballot items during proxy season. - Collaborate with proxy advisor service to ensure timely voting in all accounts. - Analyze proxy voting policies and recommend revisions to the Engagement and Proxy Committee. Qualifications- Bachelor’s degree required; advanced degree preferable. - 2-3 years of experience with a masters or 3-6 years in lieu of a masters. - Experience in sustainability, public policy, or international affairs. - Background in environmental, social and governance materiality analysis from a corporate or investment perspective. - Demonstrated ability to multi-task, manage workflow and meet deadlines consistently. - Ability to synthesize a wide variety of inputs, both internal and external, to distill key points and communicate these clearly. - Demonstrated ability to manage multiple, ongoing projects simultaneously and the ability to solve problems creatively. - A self-starter and critical and independent thinker. - Excellent written and spoken communication skills. This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment. Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.
Corporate Engagement Associate - Calvert Job Number: 3209847Posting Date: Apr 27, 2022Primary Location: Americas-United States of America-District of Columbia-WashingtonOther Locations: Americas-United States of America-New York-New York, Americas-United States of America-Massachusetts-Boston, Europe, Middle East, Africa-United Kingdom-United Kingdom-LondonEducation Level: Refer to Position DescriptionJob: Asset/Investment ManagementEmployment Type: Full TimeJob Level: Associate DescriptionMorgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Calvert 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, operating 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 a motivated and talented individual to support Calvert’s proxy voting and corporate engagement on environmental, social and governance (ESG) issues (also called active ownership). Catalyzing positive change at companies in order to improve social and environmental outcomes, strengthen governance and improve investor returns in accordance with the Calvert Principles for Responsible Investment is central to the mission of CRM. The qualified candidate will join a diverse and highly skilled team of ESG engagement specialists who drive positive change through Calvert’s investment and engagement work. We recognize that qualified candidates may not have direct experience in active ownership. Excellent writing and research skills, a background in the environmental, social and governance topics that we cover, a genuine interest in finance and the capital markets, and a strong desire to create positive change are essential traits. We expect that this role will enable successful candidates to develop the professional skills necessary to independently lead corporate engagements. PRIMARY RESPONSIBILITIES Research & Engagement Support - Analyze social, environmental and governance trends to identify emerging themes for engagement and voting. - Perform company research in support of specific corporate engagements and annual engagement target selection. - Organize and participate in company meetings, and provide written analysis of meetings in support of engagement objectives. - Provide input and analysis to Calvert’s investment research team on the target companies. - Participate in company letter writing campaigns. - Collaborate with internal partners, including investment professionals and ESG research analysts, in providing input to company engagements. - Assist with developing reporting and presentations related to engagement and proxy voting trends. - Maintain database of corporate engagement notes and company, investor and stakeholder contacts. - Monitor actions of companies following Calvert engagement. - Respond to a variety of reporting requests (Sales, Marketing, RFPs, etc.) about CRM proxy voting and engagement activities. - Support the drafting of comment letters regarding regulatory actions. Proxy Voting - Determine voting decisions on selected proxy ballot items during proxy season. - Collaborate with proxy advisor service to ensure timely voting in all accounts. - Analyze proxy voting policies and recommend revisions to the Engagement and Proxy Committee. Qualifications- Bachelor’s degree required; advanced degree preferable. - 2-3 years of experience with a masters or 3-6 years in lieu of a masters. - Experience in sustainability, public policy, or international affairs. - Background in environmental, social and governance materiality analysis from a corporate or investment perspective. - Demonstrated ability to multi-task, manage workflow and meet deadlines consistently. - Ability to synthesize a wide variety of inputs, both internal and external, to distill key points and communicate these clearly. - Demonstrated ability to manage multiple, ongoing projects simultaneously and the ability to solve problems creatively. - A self-starter and critical and independent thinker. - Excellent written and spoken communication skills. This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment. Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.