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
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
- January 17, 2023: Personal Finance 101, Part 1
- January 20, 2023: Personal Finance 101, Part 2
- February 21, 2023: Information Session for UWIN 2023-24 Program
- February 2023: Day in the Life of a Trader
- March 10, 2023: Applications due for 2023-24 Program
- March 2023: Effective Communication Skills, Part 2
- March 31, 2023: UWIN Workshop for Conclusion of 2022-23 Program
- September 22, 2023: UWIN Workshop for 2023-24 Program
CONTACT US
UWINinfo@loomissayles.com