Joel Weiss

Undergraduate Women’s Investment Network

 

The Undergraduate Women’s Investment Network

Undergraduate Womens Investment Network Program (UWIN)

The UWIN program at Loomis Sayles inspires undergraduate women to pursue a career in investment management by providing mentorship, internship experience, professional skills and technical skills needed to succeed in the industry.

UWIN AT A GLANCE

FOUNDED 2015


LEADERSHIP

  • Shannon O'Mara, CFA, VP, Credit Research Associate Director - Founder of UWIN
  • Zoe Calianos, Senior Associate - UWIN Internship Program Coordinator
  • Andrea DiCenso, VP, Portfolio Manager & Strategist - UWIN Advisor
  • Erika Fallon, Administrative Supervisor & Senior Administrative Assistant - UWIN Events Coordinator
  • Steve Hoppe, VP Senior Fixed Income Traders - UWIN Mentorship Advisor
  • Tricia Keefe, VP, HR Business Partner - UWIN Mentorship Program Coordinator
  • Kristy Keenan, Associate Investment Director - UWIN Internship Program Coordinator
  • Kristen Moldovan, Associate - UWIN Intern Advisor
  • Marissa Neill, Administrative Manager - UWIN Marketing & Recruiting
  • Marianne Winkelman, VP, Director of Global Bond, EM & FX Trading - UWIN Advisor

UPCOMING EVENTS

  • September 9, 2022: UWIN Workshop
  • October 2022: Advanced Excel & Bloomberg Training
  • November 2022: Effective Communication Skills & Marketing Yourself
  • January 2023: Personal Finance 101
  • February 2023: Information Session for UWIN 2023-24 Program
  • February 2023: Day in the Life of a Trader
  • March 2023: Effective Communications Skills
  • March 31, 2023: UWIN Workshop

CONTACT US

UWINinfo@loomissayles.com^^^


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 about 200 students over the last six years. We welcome another 28 students for the 2022-2023 school year from 13 Boston area colleges and universities.

The UWIN program offers school year mentorship and internship opportunities to female undergraduates in their sophomore and junior years that are studying business, finance, accounting, mathematics or economics with an interest in financial markets.

 

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.