Position Information

Basic Purpose:

The Associate Responsible Investment Strategy Specialist conveys knowledge and expertise on all EV responsibly invested strategies - including Calvert and Parametric - to regional business units and external clients by communicating timely and pertinent general market, product specific information and education around Responsible Investing.  Creates a bridge from portfolio management to both the sales force and marketing team that enhances product and market intelligence.  Acting as a “proxy” for portfolio managers, the Specialist meets with clients, prospects, and/or intermediaries to explain the firm’s Responsible Investing philosophy, process, and the performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team’s economic outlook. This role will primarily support the Retail channel, and is responsible for all aspects of assigned Responsible Investing product categories. Additionally, when not traveling in the field, the Specialist will assist the Sr Product Manager in providing relevant and timely investment content and communications around RI strategies to broadly support EVD’s sales efforts. This could include contributing to marketing content, PPSG’s analytical work, commentaries and providing RFP content.

Primary Responsibilities:

• Support regional sales channels and Global Relationship Managers (GRMs) with regular Responsible Investing product and market updates.
• Support regional external sales personnel and/or GRMs in the field as the Specialist capable of speaking to existing and/or potential clients in place of the Portfolio Manager.
• Participate, as possible, in product applicable portfolio management and other relevant meetings.
• Support regional sales channels in hosting conference calls in support of focus Responsible Investing topics and products.
• Ongoing training of regional client facing individuals in depth on focus strategies.
• Assist in production of regular product commentary on focus strategies in conjunction with Portfolio Management teams and PPSG.
• Assist in coordination of response to Responsible Investing news articles and topical issues providing the sales force with a timely focused message or response on these items.
• Assist in coordination with EVD Marketing and the PPSG team on broad Marketing Department Responsible Investing projects.