Senior Vice President, Social Research and Policy

Our client, Calvert Group, Ltd., is a fast growing asset management and mutual fund company and is recognized primarily for its focus on two distinct investment approaches: socially responsible investing (SRI) and fixed income asset management.

Calvert is recognized as a leader and innovator in SRI and distributes the largest family of SRI funds. Its in-house social research department is considered the largest in the US among money managers. The company has received numerous awards for its fixed income capabilities and most recently has been recognized by Barron's as the #1 taxable fixed income family for 2004.

A wholly-owned subsidiary of Ameritas Acacia Mutual Holding Co., Calvert manages 32 funds across all asset classes - money market, fixed income and equity. Calvert's socially responsible funds are invested in companies that meet rigourous financial, environmental, social and governance criteria. Calvert serves individual and institutional investors nationwide as well as professional financial advisors. Founded in 1976, the firm launched its first socially screened fund in 1982 and introduced its Calvert Social Index benchmark in 2000. 

Located in Bethesda, Maryland, the organization's investment approach emphasizes rigorous fundamental research that goes beyond traditional measures to uncover companies with long-term value. Today, more than 400,000 investors entrust over $10 billion in assets to Calvert. For our client to continue its leadership position within the SRI community, we are seeking a Senior Vice President, Social Research & Policy, to lead the organization's corporate social research and advocacy efforts. 

Responsibilities: 

Reporting to the CEO, this position is responsible for providing direction for Calvert's social vision and strategic leadership for moving the field of socially responsible investing forward. 

This individual will be responsible for identifying new opportunities and emerging trends within the SRI community, both in the U.S. and internationally; developing or facilitating the appropriate expertise and resources for building the capacity for the expansion of SRI; advocating among the various audiences, opinion leaders and stakeholders for catalyzing change; promoting Calvert as a leader within SRI and affiliated communities. 

There will be two direct reports into this position, a Manager of Research and Policy and a Manager of Advocacy and Policy, with a team of approximately 20 analysts serving as a shared talent pool. 

Qualifications: 

The successful candidate will be a highly energized, entrepreneurial individual capable of keeping pace with Calvert's dynamic, highly motivated team. At least ten years of relevant work experience will be required for this position. Additional important qualifications include: 

*  Demonstrated experience managing and developing people;
*  Demonstrated experience managing large teams in a growth environment;
*  Demonstrated expertise and understanding of the wide-range of issues related to social investing and corporate social responsibility;
*  Demonstrated network of global key contacts in areas of importance to Calvert's social policies, including NGO and non-profit communities, advocacy organizations, and socially responsible and community investing organizations;
*  Demonstrated experience and ability to communicate effectively with the press and media, as well as client and other external audiences and stakeholders regarding Calvert, in general, and social policy matters in particular;
*  Demonstrated ability to communicate and work effectively in a team environment with staff, management and key constituencies;
*  Excellent oral, written, and presentation skills;
*  Self-motivated individual, with record of innovation and creativity;
*  College degree required, advanced degree(s) in Social Sciences preferred;
*  Series 6 or 7 and Series 26 preferred (required within the first twelve months of employment);
*  Experience in the financial services industry desired, with experience in the mutual fund industry preferred;
*  Ability to travel extensively in the U.S. and internationally. 

Compensation: 

Compensation for this opportunity has been designed to attract a leader of significant accomplishment. 

Send letter of interest and rsum to: 

Debra Brown debbrown@russellreynolds.com
The Calvert Group - Senior Vice President,
Social Research & Policy
Russell Reynolds Associates
200 Park Avenue, Suite 2300 New York, NY 10166-0002
(212) 351-2000

or 

Aime Meher-Homji ameher-homji@russellreynolds.com
The Calvert Group - Senior Vice President,
Social Research & Policy
Russell Reynolds Associates
1701 Pennsylvania Ave., NW Suite 400
Washington, DC 20006-5810
(202) 628-2150

For more information about this organization, please visit www.calvert.com