Job Opening Description

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Corporate Engagement Strategist

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 located in Washington DC and is a wholly owned subsidiary of Eaton Vance. For more information, visit

Calvert Research and Management has approximately $17.4 billion of mutual fund and separate account assets under management as of June 30, 2019. 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.

The qualified candidate will join a diverse and highly skilled team of 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 communication skills, investment research and/or business analysis capabilities, a demonstrated interest in ESG and a strong desire to create positive change are essential traits.

Primary Responsibilities:

Corporate Engagement & Shareholder Activism

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, and develop corporate engagement strategy for these companies (“subject companies”).
Conduct dialogues with companies: Engage in dialogue with senior executives and board members of the subject 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.
Collaborate with other investors: Establish and maintain relationships with other active asset owners and managers to build and participate in coalitions of investors to drive positive change.
Investment Research & Analysis

Analyze social, environmental and governance issues to identify emerging themes for engagement.
Provide input and analysis to Calvert’s investment research team on the subject companies.
Assist proxy specialist in analysis of votes at subject companies.
Provide analytics and data to respond to a variety of reporting needs (Sales, Marketing, RFPs, etc.).
Assist with developing reporting and presentations related to engagement and proxy voting trends.

Job Requirements:

Bachelor’s degree required; CFA, MBA, or other relevant advanced degree preferable.
At least 10 years of experience, preferably in the investment industry or at a public company.
Background in investment research or corporate strategy and execution also desirable.
Knowledge of governance issues and a demonstrated interest in environmental and social issues, with a desire to become an expert.
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.
Demonstrated ability to manage multiple, ongoing projects simultaneously.
A self-starter and critical and independent thinker.