Calvert Engagement and Proxy Voting – Associate
Core
Support Calvert's shareholder engagement, corporate advocacy, and proxy voting activities to promote ESG practices through active ownership and dialogue with portfolio companies.
Role type
Associate, Engagement and Proxy Voting (ESG/Investment Management)
Builds
Engagement agendas, voting decisions, stewardship reports, and client-facing materials
Domain
Responsible Investing / ESG / Corporate Governance
Deliverable
dashboards & analysis
Required skills
ESG research, proxy voting analysis, stakeholder collaboration, data synthesis, project management, Microsoft Office (Excel, PowerPoint), Tableau
Preferred skills
CFA progress, asset management experience, Python, Power BI, AI-enabled workflows
Technologies
Tableau, Microsoft Excel, Microsoft PowerPoint, Python, Power BI, Power Query
Responsibilities
Conduct ESG and company research to prepare engagement agendas; Monitor company progress and maintain engagement records; Analyze proxy ballot items and perform due diligence on voting controls; Develop presentations and stewardship reports for internal and external audiences; Collaborate with investment teams and legal/compliance on voting decisions.
Seniority
Associate (3-6 years experience)
