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 Program | Internship 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 | |
|---|
| October 20, 2017 | Bloomberg, Interview and Excel Training |
| November 2017 | Mock Interviews |
| February 2018 | Effective Communications Skills Session |
| March 2018 | Stock and Bond Trading 101 |
| March 2018 | On-Campus Recruiting for 2018-2019 |
| April 6, 2018 | Development and Education Workshop |
| Leadership | |
|---|
| 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 |
Contact information: UWINinfo@loomissayles.com
The UWIN trademark appearing herein is the property of Loomis Sayles & Co, LP.