About the Job
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. 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.
Calvert Research and Management is seeking an individual with a background and interest in legal and corporate governance issues to oversee its proxy voting policies and procedures, coordinate proxy votes through an external vendor platform, and serve as its guide on corporate governance issues. You would also support Calvert’s overall corporate engagement efforts.
Proxy and Governance
Develop expertise on key corporate governance issues across global capital markets and share information across CRM teams.
Analyze governance research and provide recommendations to investment teams in line with the firm’s proxy voting policy, and client guidelines where applicable.
Evaluate and present emerging environmental, social, governance issues and trends to management level Proxy Group.
Monitor, report, and implement changes to proxy voting policies, follow proxy voting procedures, and execute votes.
Coordinate with Legal to prepare annual proxy voting report for filing with the SEC.
Educate teams internally on market developments and proxy voting behavior.
Draft comment letters responding to regulatory rulemakings.
Engagement and Coordination
Lead and execute governance-related company engagements including engagement priorities, research, agenda, documentation, and tracking.
Manage team projects to enhance corporate engagement, shareholder proposals, reporting, and analytics, by coordinating collaborations within the engagement team and across teams at Eaton Vance.
Respond to inquiries regarding engagement and proxy voting; in particular provide analytics and data to respond to support sales, marketing, RFPs responses etc.
Assist with developing reporting and presentations related to proxy voting trends and engagement as needed.
Coordinate the filing of shareholder proposals by the team.
Bachelor’s degree required; Advanced degree preferred.
At least 5 years of experience in proxy voting and corporate governance.
Project management experience, strong organizational skills and attention to detail a must.
Demonstrated ability to multi-task and provide timely and accurate responses to requests for information.
Strong knowledge of governance issues, and desire to increase expertise. Interest in environmental and social issues, particularly those filed in shareholder resolutions.
Excellent written, verbal communication, influencing and meeting management skills with the ability to bring consensus among partners with dynamic perspectives.
Strong interpersonal skills with a demonstrated ability to effectively lead workflow and meet deadlines, especially during peak proxy times.
A self-starter, critical and independent thinker.
Advanced MS Office (Word/PowerPoint/Excel) skills, comfort working with large data sets.
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.