Calvert Responsible Investment Specialist - Associate Job New York New York USA,Marketing / Advertising / PR

Location: New York

About Calvert Research & Management

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.

Position Summary

Calvert is seeking an Associate to support its Institutional Services & Strategy group. This role will focus on institutional client strategy, investment content, and client service support across Calvert’s responsible investing strategies. The Associate will work closely with senior members of the team, Portfolio Managers, Research and Engagement teams, Sales, Marketing, and Compliance to help develop clear, accurate, and client-ready materials for institutional audiences.

The successful candidate will bring 3–6 years of relevant experience in asset management, financial services, investment communications, client service, product support, or a related institutional-facing function. The role is designed for a developing professional who can synthesize investment information, contribute to high-quality client materials, support client and consultant requests, and build strong cross-functional relationships. While exposure to portfolio positioning is helpful, this is not intended to be a senior portfolio specialist role.

A strong interest in responsible investing and institutional asset management is preferred. The Associate will report to the Head of Responsible Investing Strategy, Americas, and will have the opportunity to grow investment knowledge, client communication skills, and strategic content expertise over time.

Key Responsibilities

Institutional Client Strategy & Investment Content Support the development of institutional investment materials, including pitchbooks, one-pagers, client updates, fund commentaries, market insights, consultant materials, and thought leadership content. Translate investment process, portfolio positioning, performance context, and responsible investing themes into clear, client-ready messaging with guidance from senior team members. Help maintain consistency, accuracy, and alignment of institutional messaging across client communications and marketing materials.

Partner with Marketing, Product Management, Portfolio Management, Research, Engagement, and Compliance to coordinate content development, review, and approval workflows. Contribute to scalable content frameworks that connect Calvert’s investment capabilities, responsible investing philosophy, and institutional client needs.

Client Service & Consultant Support Assist in responding to investment-related inquiries from institutional clients, consultants, and internal partners by coordinating inputs and preparing accurate, timely responses. Support preparation for client meetings, consultant reviews, due diligence meetings, and educational sessions by developing briefing materials, talking points, and follow-up items. Help communicate performance updates, portfolio positioning, market developments, and emerging themes in partnership with senior team members.

Support onboarding of new institutional clients and ongoing client due diligence processes as needed. Maintain organized records of client-facing materials, frequently used responses, and approved messaging to improve team efficiency.

Business Development & Sales Enablement Partner with Institutional Sales and senior strategy colleagues to support new business efforts, consultant engagement, and prospect follow-up. Contribute to RFPs, consultant questionnaires, due diligence materials, and other sales enablement content. Help prepare materials for prospect meetings, finals presentations, and strategy reviews. Develop familiarity with Calvert’s investment strategies, differentiators, competitive positioning, and institutional market trends to support clear and consistent messaging.

Assist with internal education efforts by helping Sales and Marketing teams understand strategy positioning and responsible investing themes.

Investm…