Morgan Stanley

Division: Investment Management

Job Title: Calvert – Product Manager Support Role

Location: Mumbai

Job Level: Senior Associate

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

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 March 2025. 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 is a fully owned affiliate of MSIM and is a leader in Responsible Investing. Its mission is to deliver superior long-term performance to clients and to enable them to achieve positive impact. It combines deep industry experience, performance driven culture with a mission to effect positive change, global reach and active corporate engagement to help meet clients’ needs and goals.

Background on the Team

We are looking for an enthusiastic, driven professional with global perspective to join the Mumbai based Portfolio Manager Support Services Group.

This role will be responsible for marketing and client-service related functions to support Calvert’s global clients. It will involve assisting with product-related data matters for sales, marketing, and RFP teams. Responsibilities include coordinating and updating data needs for marketing, client reporting RFPs/DDQs,. Responsibilities also include meeting ad hoc and prospective client requests and there is an opportunity for this position to grow into a strategic support for the broader Calvert business.

Key Responsibilities

• 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

Key Skills Desired

• 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.

Morgan Stanley is an equal opportunities employer. 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunities employer. 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.