Undergraduate Women’s Investment NetworkTM
Our mission is to inspire, develop and recruit undergraduate students who are underrepresented in the investment management industry by providing mentorship, internship experience, professional development and technical skills needed to succeed in the industry.
Program Details
About the Program.
The UWIN program provides mentorship and internship opportunities during the school year where participants will gain professional development and technical skills needed to succeed in the investment management industry. Each participant is matched with a Loomis Sayles mentor, and select students participate in the internship program. The program targets students in their sophomore and junior years but welcomes students in any undergraduate year. We seek students studying at colleges and universities in the United States with an interest in investing, business, finance, accounting, data science, mathematics or economics.
Prerequisites.
The UWIN program seeks undergraduate students who are underrepresented in the investment management industry.
- Targeted at rising sophomores, juniors and seniors
- Undergraduate students attending a college or university in the United States
- Interests in investing, business, finance, accounting, data science, mathematics or economics
- We strongly encourage all people who are committed to the program’s mission to apply, regardless of gender or gender identity
What You’ll Gain From This Program.
Direct Experience
Interns get direct experience by spending 10-week rotations learning meaningful, practical and project based work in an investment or client facing group.
Ongoing Development
Students receive industry-specific and professional development with knowledge and tools to advance in the investment management industry.
Mentorship
Students are matched with a Loomis Sayles mentor to help connect the educational experience to a potential career in investment management by sharing knowledge, experience and career advice.
Mentorship Program.
Mentorship Program Details:
The UWIN mentorship program matches selected undergraduate students with a Loomis Sayles mentor to help connect the educational experience to a potential career in investment management by sharing knowledge, experience and career advice. The mentorship program requires a school year commitment of 1-2 hours per month to connect with the mentor, in addition to participation in professional development, networking and educational workshops.
- Introduction to Investment Management
- Equity and Fixed Income 101
- Effective Communication Skills
- Marketing Yourself: Cover letters, resumes and interviews
- Bloomberg Terminal training
- Advanced Excel Skills
- Day in the Life of a Trader
- Personal Finance 101
Mentorship Program Prerequisites:
- Requires a school year commitment of 1-2 hours per month to connect with the mentor. It also includes two full-day workshops and four professional development and educational training sessions
- Working toward a bachelor’s degree with coursework in finance, business, economics or mathematics, including completion of one accounting course
- Interest in financial markets
- Strong organizational and time management skills
- Attendance at a university or college in the United States
- Targets undergraduate students in their sophomore and junior years but welcomes students in any undergraduate year
Internship Program
Internship Program Details:
The UWIN internship program is rotational during the school year. Undergraduate students experience two investment or client-facing functions (one per semester) in areas such as fixed income research, portfolio management, equity research, product marketing and client relationship management. The internship program requires a school year commitment of between 12-16 hours per week over two 10-week rotations. Each intern will also be matched with a Loomis Sayles mentor as part of the mentorship program described above.
Sample projects include:
- Performing fundamental industry, market, company and valuation analysis
- Building and updating financial statement models and comparable company spreadsheets
- Summarizing valuation metrics across industries and holdings of investment teams
- Generating portfolio optimization recommendations based on in-house fundamental analysts’ and macro team forecasts
- Performing peer performance analysis
- Monitoring changes to exchange rate, global bond yields, inflation and growth forecasts
Internship Program Prerequisites:
- Participation in the mentorship program
- Requires 12-16 hours per week over two 10-week rotations, one in each semester (or just one semester if studying abroad)
- Working toward a bachelor’s degree with coursework in business, finance, accounting, data science, mathematics, investing, or economics
- Completion of one accounting or finance course
- Interest in financial markets and investing
- Basic understanding of financial statements and Microsoft Excel
- Quick learner with attention to detail
- Strong organizational and time management skills
- Individuals on student visas are not eligible for this internship
History of the Program
The UWIN program was founded in 2015, after a review of job applicants revealed that female candidates for junior level research positions at Loomis Sayles comprised only 18% of the applications received in 2014 and 2015.
Over the last ten years, 300 students have participated in the program. UWIN has partnered with 29 colleges and universities across 11 states. Notably, 16 participants have been hired into full-time positions at Loomis Sayles, 14 of whom are still currently employed. Additionally, a total of 17 students have been successfully hired for our summer internship program.
Program Leadership.
Shannon O’Mara, CFA
Head of Credit Research
View Shannon’s Bio
Andrea DiCenso
Portfolio Manager
View Andrea’s Bio
Erika Fallon
Administrative Manager & Executive Assistant
View Erika’s Bio
Catherine Ferri, CFA
Senior Credit Research Associate
View Catherine’s Bio
Steve Hoppe
Senior Fixed Income Trader
View Steve’s Bio
Tricia Keefe
Head of Corporate Services
View Tricia’s Bio
Kristy Keenan
Associate Investment Director
View Kristy’s Bio
Kristen Moldovan
Credit Research Analyst
View Kristen’s Bio
Marissa Neill
Human Resources Business Partner
View Marissa’s Bio
Marianne Winkleman
Director of Global Bond, EM & FX Trading
View Marianne’s Bio
Justine Gearin
Sustainability Analyst
View Justine’s Bio
Lauren Murray
Investment Associate
View Lauren’s BioGearing Up Awards 2025
Loomis Sayles received the Progressive Partner Award from the Center for Women and Business at Bentley University, in recognition of the firm’s commitment to advancing women+ in the workplace.
2025: On June 11, 2025, Loomis Sayles received the Progressive Partner Award from the Center for Women and Business at Bentley University during its Gearing Up Conference. The Gearing Up Awardees were selected by a committee of volunteers from the CWB Board of Advisors and Bentley faculty and staff which considers firms’ leadership, impact, development of others and amplification of voices. Loomis Sayles did not pay a fee to be considered.
“When you walk into a boardroom and you have women… at top executive roles, it gives you a vision of achievement and ambition.”
Mambo Stephanie
UWIN Intern, University of Massachusetts Boston
FAQs
Is there a deadline?
Applications are currently closed for the next UWIN program that begins in September 2025.
How long is the program?
The next mentorship program begins in September 2025 and concludes in April 2026.
The internship program is rotational during the school year with one 10-week investment or client facing internship per semester requiring 12-16 hours per week (or one semester if studying abroad).
Are the internships paid?
Yes, our internships are paid.
Can I receive course credit for the internship?
If the internship meets the requirements of your school’s course credit, we will provide the necessary documentation to support you.
Want to learn more about the resources and opportunities within the UWIN program?
Associate Development Program
Select participants of Loomis Sayles’ UWIN and USID programs are invited to apply for the Associate Development Program (ADP) upon graduation. The ADP is a two year rotation program in which participants are hired by the firm to complete a series of multi-month engagements within a variety of departments across the firm. Participants work with mentors and receive additional training and development opportunities.
For more information, please watch the video.
The UWIN trademark appearing herein is the property of Loomis Sayles & Co, LP.
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