Shareholder Engagement Associate

Eaton Vance

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

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 a motivated and talented individual to contribute to Calvert’s proxy voting and 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 ESG 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 project management and research skills, a background in the environmental, social and governance topics that we cover, and a strong desire to create positive change are essential traits.

Primary Responsibilities:

Proxy Voting

Manage proxy voting process for all CRM funds, and ensure that all proxy ballots are voted on time and according to policy.
Determine voting decisions on selected proxy ballot items during proxy season.
Manage proxy reporting requirements.
Collaborate with proxy advisor to ensure timely voting in all accounts.
Continually evaluate processes and systems, make recommendations about process improvements and execute accordingly.
Analyze proxy voting policies and recommend revisions to the Engagement and Proxy Committee.

Investment Research & Analysis

Analyze social, environmental and governance trends to identify emerging themes for engagement and voting.
Perform issue and company research in support of specific corporate engagements.
Provide input and analysis to Calvert’s investment research team on the subject companies.
Assist with developing reporting and presentations related to engagement and proxy voting trends.
Maintain database of corporate engagement notes.
Respond to a variety of reporting requests (Sales, Marketing, RFPs, etc.) about CRM proxy voting and engagement activities.

Job URL:

Opportunity type



Mid Level

Job function

  • Corp. Responsibility and Sustainability

Areas of impact

  • Private Sector
  • Corporate Social Responsibility