The Undergraduate Women’s Investment Network
UWIN AT A GLANCE
FOUNDED 2015
PARTICIPATING SCHOOLS
Bentley University
University of Massachusetts - Boston
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
UPCOMING EVENTS
September 13, 2018: Loomis Sayles/UWIN attends the Finance & Economics Night at Bentley UniversitySeptember 14, 2018: UWIN Program Kick-Off WorkshopOctober 2018: Bloomberg Training and Excel SkillsNovember 2018: Effective Communication Skills and Interview PreparationDecember 6, 2018: Loomis Sayes/UWIN attends the UMass Boston Networking EventFebruary 2019: Mock InterviewsMarch 2019: Stock & Bond Trading 101April 5, 2019: UWIN Program Conclusion Workshop
CONTACT US
UWINinfo@loomissayles.comThe 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.