Morgan Stanley
Calvert Responsible Investment Specialist - Associate
$90K–$165K
New York, New York · On-site · Full-time · Posted Aug 11, 2026
- Experience
- 3–6 years of relevant experience.
- Education
- Bachelor’s degree required.
About the job
Supports Calvert’s institutional client strategy, investment content, and client service by preparing client-ready materials and coordinating responses across teams.
What you'll do
- Develop and coordinate institutional investment materials, including client updates, fund commentaries, presentations, RFPs, and consultant materials.
- Help respond to client and consultant inquiries and prepare for meetings, due diligence, onboarding, and prospect engagement.
- Coordinate with investment, research, sales, marketing, product, and compliance teams to keep client-facing content accurate and consistent.
What they ask for
- 3–6 years of relevant experience in asset management, financial services, investment communications, institutional client service, product support, RFP/content development, or a related role.
- Working knowledge of asset management, investment products, portfolio construction, performance drivers, and institutional client needs.
- Ability to synthesize investment information and produce clear, accurate written materials; strong written and verbal communication skills.
- Bachelor’s degree required.
Nice to have
- Interest in responsible investing; prior exposure preferred.
- Progress toward or interest in CFA, CAIA, MBA, or other relevant credential is a plus.
Pay
$90,000 and $165,000 per year (USD), base salary
Model-written summary · the original posting is authoritative