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Morgan Stanley Fixed Income ESG Specialist - Calvert Research and Management in Boston, Massachusetts

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding 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 (“CRM”) is a 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 headquartered in Washington DC and is a wholly owned subsidiary of Morgan Stanley, operating within Morgan Stanley Investment Management (MSIM). For more information,

Calvert Research and Management has approximately $36.5 billion of mutual fund and separate account assets under management as of September 30, 2021. 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:_

We are seeking a Fixed Income ESG Research Specialist who is passionate about the impact company behavior has on society, the environment and on corporate performance and have experience integrating ESG considerations in the investment process. An ideal candidate will bring passion for, and a basic understanding of, governance topics and environmental and social issues, along with an understanding of how these issues can impact an investment thesis. S/he will be able to communicate views clearly, will be credible with company management teams as well as clients, will enjoy acting as an individual contributor within a highly collaborative investment culture, and will thrive by building strong relationships with colleagues.

The Calvert Fixed Income ESG Research Specialist team is a new team that will report to the Head of Fixed Income Corporate Strategy.

*Primary Responsibilities: *

  • Partner closely with the MSIM Fixed Income team (analysts, portfolio managers, traders and portfolio specialists) to consistently incorporate ESG analysis into the investment process.
  • Work with Calvert analysts to maintain models which reflect our materiality matrix for the purpose of differentiating companies and securities based on their ESG performance, identifying ESG key performance indicators that have proven to be most impactful on stock and fixed income prices and integrate into research framework
  • Produce forward-looking ESG sector theses which address current and emerging ESG issues
  • Seek and evaluate sources of information regarding ESG policies and performance of corporations and other issuers of fixed income securities
  • Partner with research analysts to identify & incorporate ESG factors into investment analysis (credit notes, comp tables, etc.) and relate the information to bond valuations.
  • Take part in Fixed-Income focused issuer engagement efforts (company dialogues, market level initiatives) in close collaboration with fundamental research analysts, the Calvert Stewardship & Engagement Team and the MSIM Fixed Income Sustainable Investing Team.
  • Contribute to our team’s proprietary knowledge of ESG factors and materiality
  • Assist in creating a productive, collaborative and innovative team culture, including facilitating the team’s professional development
  • Contribute to original research

  • Bachelor’s degree in Finance, Economics, Business or related fields in the Sustainability space; Master’s degree a plus.

  • 3 to 10 years of experience in the investment management industry, preferably with experience in ESG investing.
  • Knowledge of fixed income asset classes and strategies
  • Passion for aligning financial returns with societal impact.
  • Advanced MS Office (Word/PowerPoint/Excel) skills.
  • Excellent verbal and writing skills in English.
  • Excellent interpersonal and organizational skills.
  • Strong work ethic and positive attitude.
  • Self-motivated, work individually or as part of a team.
  • Ability to work under pressure to meet tight deadlines.
  • Experience with financial tools and databases (e.g., Bloomberg, FactSet, MSCI)

Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

Job: *Asset/Investment Management

Title: Fixed Income ESG Specialist - Calvert Research and Management

Location: Massachusetts-Boston

Requisition ID: 3214116