Position Information

Director of ESG/Investment Research

Basic Purpose:

Our mission is to serve clients and outperform the market through our proprietary responsible investment management strategy and thereby make the world more environmentally sustainable and socially just. Calvert Research and Management promotes diversity in every aspect of our work, along with environmental sustainability, social responsibility and equality.


Primary Responsibilities:

  • Lead and oversee the overall Calvert research framework which focuses on the impact company behavior has on society, the environment and on corporate performance.
  • Manage, direct and oversee a diverse and growing team of 12-20 research analysts, associates, assistants and consultants responsible for performing research on a broad universe of issuers using a variety of qualitative and quantitative tools and resources.
  • Manage the professional development of the team, particularly around developing research expertise and instilling a rich research culture.
  • Guide analysts in their development of models which reflect our materiality matrix for the purpose of differentiating companies and securities based on their social, environmental and governance performance.
  • Maintain and implement rigorous research standards consistently across the research team and ensure adherence to workflows established to manage the research process. 
  • Oversee the interaction with Calvert’s Advocacy and Engagement efforts to prioritize and focus Calvert’s corporate engagement program to impact social and environmental progress.
  • Understand the social, environmental and governance performance of companies that are key players in each industry, including leaders, laggards and those with an improving trajectory.
  • Leverage expertise in critical issue areas, such as diversity, income inequality, rights of indigenous peoples, energy, natural resource efficiency, environmental sustainability, economic development, supply chain management, health care, etc. and apply to Calvert research.
  • Contribute to and publish original research.
  • Work with the Product Management and Product Development team to manage research workflow and priorities to meet new product development requirements.
  • Collaborate with Eaton Vance Management’s Equity and Income CIOs, as well as other senior investors, to ensure that financially material ESG insights are broadly disseminated throughout EVM.  Encourage Calvert research analysts to work as partners alongside their EVM counterparts by joining sector discussions, research trips, and being responsive to inbound requests.
  • Develop processes to integrate Calvert’s social, environmental and governance research into investment processes managed by fundamental equity and fixed income portfolio teams that jointly serve Calvert clients.
  • Represent Calvert in due diligence meetings, in client meetings and in public speaking roles.


Position: Director of ESG/Investment Research
Organization: Eaton Vance
Location: Boston,  MA 
United States
Posting Start Date: 10/6/2020
Date Posted: 10/6/2020

Job Requirements:

  • Bachelor’s degree (Master’s degree would be a plus) in Accounting, Finance, Business or related fields in the Sustainability space
  • CFA designation required
  • At least 10 years of experience in the investment research industry
  • Experience managing, leading and developing a team of 10-20 in equity or fixed income research
  • Research experience in sustainability issue area (ex: governance, human rights), preferred
  • Passion for delivering value for the client
  • Passion for aligning financial returns with societal impact
  • Passion for research
  • 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
  • Advanced MS Office (Word/PowerPoint/Excel) skills
  • Good knowledge of financial tools and databases (BARRA, BBG, MSCI, Sustainalytics)
  • Basic understanding of financial data science
Status: This listing expires on: 11/5/2020
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Organization Information
Eaton Vance

Boston,  MA 02110
United States
Dorothy Levine