The Undergraduate Women’s Investment Network

The Undergraduate Women’s Investment Network (UWIN) was launched 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.

The meager results inspired an innovative program and step towards progress. Shannon O’Mara, UWIN founder and Associate Director of Credit Research, designed a comprehensive mentorship and internship program at Loomis Sayles that has successfully partnered with 45 students over the last two years. We welcome another 20 students for the 2017-2018 school year.

The UWIN program offers school year mentorship and internship opportunities to female undergraduates in their sophomore and junior years that are:

  • Currently attending Bentley University or University of Massachusetts, Boston
  • Studying business, finance, accounting, mathematics, economics or investments

Mentorship ProgramInternship Program

Selected undergraduate women are matched with a Loomis Sayles mentor to connect the educational experience to a potential career in investment management. In-office workshops include:

  • Introduction to investment management panel
  • Workshops on communication and professional development
  • Deep dive sessions on investment research and trading

The rotational internship program exposes undergraduate women to two investment or client facing functions among:

  • fixed income research
  • equity research
  • portfolio management
  • product marketing
  • client relationship management

Upcoming Events 
February 2018Effective Communications Skills Session
March 2018Stock and Bond Trading 101
March 2018On-Campus Recruiting for 2018-2019
April 6, 2018Development and Education Workshop

Shannon O'Mara, CFA, VP, Credit Research Associate Director - Founder of UWINAndrea DiCenso, VP, Portfolio Manager & Strategist - UWIN Internship Program Coordinator
Tricia Keefe, VP, HR Business Partner - UWIN Mentorship Program CoordinatorKristy Hergrueter, Associate Product Manager - UWIN Internship Program Coordinator
Marissa Neill, Investment Business Mgmt. Assoc. & Supervisor - UWIN Program CoordinatorMarianne Winkelman, VP, Director of Global Bond, EM & FX Trading - UWIN Advisor

Contact information: UWINinfo@loomissayles.com

The UWIN trademark appearing herein is the property of Loomis Sayles & Co, LP.