The Undergraduate Women’s Investment Network




Bentley University
University of Massachusetts - Boston


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


  • September 13, 2018: Loomis Sayles/UWIN attends the Finance & Economics Night at Bentley University
  • September 14, 2018: UWIN Program Kick-Off Workshop
  • October 19, 2018: Bloomberg Training and Excel Skills
  • November 2018: Effective Communication Skills and Interview Preparation
  • December 6, 2018: Loomis Sayes/UWIN attends the UMass Boston Networking Event
  • February 2019: Mock Interviews
  • March 2019: Stock & Bond Trading 101
  • April 5, 2019: UWIN Program Conclusion Workshop



    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 63 students over the last three years. We welcome another 24 students for the 2018-2019 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 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 communications and professional development
    • Deep dive sessions on investment research and trading

    Internship Program

    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

    Contact information: UWINinfo@loomissayles.com

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