Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has approximately 3,200 investment professionals around the world and operates in 22 countries with $1.5Tn in assets under management or supervision as of March 31, 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

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 Morgan Stanley. For more information, visit www.calvert.com.

Calvert Research and Management has approximately $38.7 billion of mutual fund and separate account assets under management as of March 31, 2024. 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:

The Calvert COO Team is looking to fill a position for an Investment Team Governance role. This role will be responsible for managing and overseeing Calvert’s Research, Engagement, and Index committee obligations as well as ensuring Calvert policies and procedures are performed, documented, and maintained according to Calvert policies and Regulatory requirements. The position is located in Washington, DC, with an in-office requirement of at least 3 days per week.

Primary Responsibilities:

• Content development and execution of Calvert committee agendas, meeting materials, and minutes.
  • Prepare regular communications to Calvert committee members.
  • Manage tracker reporting for each Calvert committee to ensure final materials are complete.
  • Function as the primary internal contact on all issues related to document organization and retention compliance for Calvert committees and maintain all records in accordance with firm polices and regulatory requirements.
  • Managing Calvert committee reporting; update and maintain all risk limits within internal risk systems (FRMS, Aladdin, etc.) used by investment teams and Calvert.
• • Perform periodic documentation and procedure audits for all Calvert committees, to ensure business complies with all pertinent regulations and internal policies and identify potential areas of business vulnerability and risk.
  • Support all Calvert departments in ensuring all policies and procedures are met.
  • Provide periodic committee training to Calvert staff as needed.

  • Substantial other duties as necessary to support Calvert COO Team

  • Five plus years brokerage and/or paralegal experience at a law firm or financial institution; bachelor’s degree required.

  • Excellent writing ability.
  • Ability to manage multiple priorities under pressure and use good judgment within areas of responsibility.
  • Well organized with strong attention to detail, a high level of independent initiative, and a keen desire to take final ownership of content in deliverables to senior management.
  • Strong verbal communications and interpersonal skills.
  • Proficiency with Microsoft Word and Excel. Advanced knowledge of Excel including the use of macros is a plus.

• Depth of knowledge of regulatory requirements as applied to compliance in the investment management industry a plus.
• Knowledge and experience with managing governance frameworks
• Familiarity with legal document preparation and/or drafting transactional documentation.
• Proficiency with Excel including ability to use pivot tables and basic functions.
• Prior experience auditing.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Asset/Investment Management

Title: Investment Team Governance - Calvert Research - Senior Associate

Location: District of Columbia-Washington DC

Requisition ID: 3257716