About the Job
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success! Location: Washington DC
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 www.calvert.com.
Calvert Research and Management has approximately $16.4 billion of mutual fund and separate account assets under management as of March 31, 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.
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.
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.
This policy applies to Eaton Vance Corp. and all subsidiary companies (the “Company”).
The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.
The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.