Portfolio Specialist – Client Strategy

Vice President – Portfolio Specialist & Client Strategy

Calvert Research & Management (Morgan Stanley Investment Management)

Location:

New York, NY

Calvert Research & Management (Calvert), a Morgan Stanley company, is a global asset manager focused exclusively on responsible investing. For over 40 years, Calvert has sought to deliver competitive long‑term investment performance while advancing positive environmental and social outcomes through proprietary research, active ownership, and disciplined portfolio construction.

Calvert is seeking a Vice President to support its Institutional Services & Strategy group. The role is a hybrid Portfolio Specialist, Client Service, and Content Development role supporting the institutional client channel. This individual will act as a key partner to Portfolio Managers, Calvert’s Research and Engagement teams, Sales, and Marketing, helping to position Calvert’s strategies effectively with institutional clients globally.

The role requires strong asset‑management expertise, commercial acumen, and the ability to translate complex investment concepts into clear, compelling institutional client narratives. The successful candidate will combine product knowledge, institutional client relationship management, business‑development support, and oversight of investment‑related content to drive client engagement, retention, and growth. The Vice President will also have an opportunity to mentor and coach junior staff.

A strong understanding of asset management, portfolio construction, and institutional mandates is essential. Familiarity with responsible investing is preferred along with deep investment expertise and understanding of asset management. The individual will report to the Head of Responsible Investing Strategy, Americas and have the opportunity to coach and possibly lead other members of the team.

• Portfolio Specialist & Investment Positioning
• Serve as a subject matter expert on assigned Calvert investment strategies and capabilities
• Partner with Portfolio Managers and Research Analysts to articulate investment philosophy, process, positioning, and performance drivers
• Represent strategies in institutional client meetings, consultant presentations, and industry conferences
• Translate portfolio positioning, market developments, and performance attribution into clear, client‑ready messaging
• Maintain strong awareness of competitive positioning, peer landscape, and institutional market trends
• Institutional Client Relationship Management
• Assist in responding to investment‑related inquiries from clients and consultants, supporting the team in delivering accurate and timely information.
• Help proactively communicate performance updates, portfolio positioning, market developments, and emerging themes to clients, working alongside senior team members.
• Contribute to maintaining strong relationships with institutional clients and investment consultants by supporting high service standards and addressing client needs.
• Work with colleagues to identify opportunities to deepen engagement with existing clients through educational initiatives, thought leadership, and strategic discussions.
• Support the team in onboarding new clients and participating in ongoing due diligence processes as needed.
• Business Development & Sales Support
• Partner closely with Institutional Sales to support new business efforts
• Participate in prospect meetings, finals presentations, and consultant reviews
• Contribute to strategic account planning and pipeline development
• Provide investment expertise in RFP responses, consultant questionnaires, and due diligence materials
• Educate Sales and Marketing colleagues on strategy positioning, differentiators, and market developments
• Content Strategy & Production
• Contribute to the development and oversight of institutional investment content, including fund commentaries, pitchbooks, one‑pagers, market insights, white papers, and thought leadership materials
• Support consistency, accuracy, and alignment of messaging across institutional client communications
• Collaborate with Marketing, Product Management, and…