Director of ESG/Investment Research - Calvert Research and Management
Our mission is to serve clients and outperform the market through our proprietary responsible investment management strategy and thereby make the world more environmentally sustainable and socially just. Calvert Research and Management promotes diversity in every aspect of our work, along with environmental sustainability, social responsibility and equality.
Lead and oversee the overall Calvert research framework which focuses on the impact company behavior has on society, the environment and on corporate performance.
Manage, direct and oversee a diverse and growing team of 12-20 research analysts, associates, assistants and consultants.
Manage the professional development of the team, particularly around developing research expertise and instilling a rich research culture.
Guide analysts in their development of models which reflect our materiality matrix for the purpose of differentiating companies and securities based on their social, environmental and governance performance.
Maintain and implement rigorous research standards consistently across the research team.
Work with the Product Management and Product Development team to manage research workflow and priorities to meet new product development requirements.
Oversee the interaction with Calvert’s Advocacy and Engagement efforts to prioritize and focus Calvert’s corporate engagement program to impact social and environmental progress.
Understand the social, environmental and governance performance of companies that are key players in each industry, including leaders, laggards and those with an improving trajectory.
Leverage expertise in critical issue areas, such as diversity, income inequality, rights of indigenous peoples, energy, natural resource efficiency, environmental sustainability, economic development, supply chain management, health care, etc. and apply to Calvert research.
Contribute to and publish original research.
Develop processes to integrate Calvert’s social, environmental and governance research into investment processes managed by fundamental equity and fixed income portfolio teams that jointly serve Calvert clients.
Represent Calvert in due diligence meetings, in client meetings and in public speaking roles.
Bachelor’s degree (Master’s degree would be a plus) in Accounting, Finance, Business or related fields in the Sustainability space
CFA designation required
At least 10 years of experience in the investment research industry
Research experience in sustainability issue area (ex: governance, human rights), preferred
Experience managing teams and developing staff
Passion for delivering value for the client
Passion for aligning financial returns with societal impact
Passion for research
Excellent verbal and writing skills in English
Excellent interpersonal and organizational skills
Strong work ethic and positive attitude
Self-motivated, work individually or as part of a team
Ability to work under pressure to meet tight deadlines
Advanced MS Office (Word/PowerPoint/Excel) skills
Good knowledge of financial tools and databases (BARRA, BBG, MSCI, Sustainalytics)
Basic understanding of financial data science