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Sr. Associate - Calvert - Product Manager - Investment Management Support Role

AT Morgan Stanley
Morgan Stanley

Sr. Associate - Calvert - Product Manager - Investment Management Support Role

Institutional reporting, including performance commentaries for separately managed accounts, attribution reporting, and data reports Using FactSet and internal data tools to generate data to respond to inquiries related to performance, holdings, requests for collateral etc. Providing responses to RFPs and DDQs and general responsible investing questions for review by senior staff or investment personnel Providing data (e.g., performance, and portfolio characteristics, Calvert organization/team) for pitchbook updates Reviewing factsheets & pitchbooks for accuracy Writing pooled vehicle commentaries supporting Calvert's Responsible Investing Strategy team in their day-to-day business as relevant Bachelor's or Master's degree in business, finance or another related field with strong academic record. At least 6-9 years of related employment experience Excellent written and verbal communication skills. Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks. Strong attention to detail. Team player who enjoys working with others and reaching out proactively throughout the firm to gather information. Willingness to provide exceptional ongoing and bespoke service requires flexibility, meeting tight timelines, and thriving in a fast-paced work environment. Highly proficient in PowerPoint, Word, and Excel. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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Job ID: Morgan-549785319422
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)