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Engagement Analyst and Proxy Specialist
Eaton Vance
Washington, DC, United States
Job Details - this job has expired, please see similar jobs below
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!
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. 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 is seeking an individual with a background and interest in legal and corporate governance issues to oversee its proxy voting policies and procedures, coordinate proxy votes through an external vendor platform, and serve as its guide on corporate governance issues. You would also support Calvert’s overall corporate engagement efforts.
Primary Responsibilities:
Proxy and Governance
• Develop expertise on key corporate governance issues across global capital markets and share information across CRM teams.
• Analyze governance research and provide recommendations to investment teams in line with the firm’s proxy voting policy, and client guidelines where applicable.
• Evaluate and present emerging environmental, social, governance issues and trends to management level Proxy Group.
• Monitor, report, and implement changes to proxy voting policies, follow proxy voting procedures, and execute votes.
• Coordinate with Legal to prepare annual proxy voting report for filing with the SEC.
• Educate teams internally on market developments and proxy voting behavior.
Engagement and Servicing
• Lead and execute governance-related company engagements including engagement priorities, research, agenda, documentation, and tracking.
• Respond to queries regarding proxy and responsible investing issues.
• Provide analytics and data to respond to a variety of reporting needs (Sales, Marketing, RFPs, etc.).
• Assist with developing reporting and presentations related to proxy voting trends and engagement as needed.
Education/Experience/Skills/Knowledge:
• Bachelor’s degree required; JD or LLM preferred
• At least 5 years of experience
• Strong knowledge of governance issues, and desire to become an expert. Interest in environmental and social issues, particularly those filed in shareholder resolutions
• Excellent written, verbal communication, influencing and meeting management skills with the ability to bring consensus among partners with dynamic perspectives
• Strong interpersonal skills with a demonstrated ability to effectively lead workflow and meet deadlines, especially during peak proxy times
• Demonstrated ability to multi-task, and handle multiple projects at a time
• A self-starter, critical and independent thinker
• Advanced MS Office (Word/PowerPoint/Excel) skills
This policy applies to Eaton Vance Corp. and all subsidiary companies (the “Company”).
The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
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