Internship & Mentorship Recruiting Event
Gain valuable investment management experience with Loomis Sayles.
Join us for an information session and Q&A panel. Hear directly from UWIN interns and mentees about their experiences in this unique and valuable program.
Learn about the mentorship and paid internship opportunities available for undergraduate students entering their sophomore, junior or senior year in fall 2026.
4pm - 5:30pm EST
Hybrid Event:
Loomis Sayles at One Financial Center, Boston, MA
or Teams Meeting (link and details to be sent via email)
The mission of the UWIN program is to inspire, develop, and recruit undergraduate students who are committed to supporting women in the investment management industry by providing mentorship, internship experience, professional development and technical skills needed to succeed in the industry.
We strongly encourage all people who are committed to advancing the UWIN mission to apply, regardless of gender or gender identity.
Register Below
About UWIN
In the News
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 Director of Credit Research, designed a comprehensive mentorship and internship program at Loomis Sayles that has successfully partnered with over 300 students over the last 11 years. We welcomed another 47 students for the 2025-2026 school year from a wide variety of New England area colleges and universities.
UWIN provides mentorship and internship opportunities during the school year where participants will gain professional development and technical skills needed to succeed in the investment management industry. Each participant is matched with a Loomis Sayles mentor, and select students participate in the internship program. The program targets students in their sophomore and junior years but welcomes students in any undergraduate year. We seek students studying at colleges and universities in the United States with an interest in investing, business, finance, accounting, data science, mathematics or economics. We strongly encourage all people who are committed to advancing the UWIN mission to apply, regardless of gender or gender identity.
Bentley University, Bentley University Partnership with UWIN a Win for Students
Babson College, Babson Helps Bridge Gender Gap in Investment Management
Stephen D. Cutler Center for Investments and Finance, Finding Opportunity for Women in Investment Management through Loomis Sayles’ UWIN Program
UMass Amherst, Bridging the Gender Gap in Finance
Pensions & Investments, 2024 Influential Women in Institutional Investing
Bentley University, Loomis Sayles' Undergraduate Women's Investment Network and Bentley University
InvestmentNews, 2019 Women to Watch
FundFire, Loomis Exec Tackles Gender Diversity Recruitment Challenge with College Program (VIDEO)
FundFire, Diverse Asset Management Teams Make Better Decisions: Loomis Sayles Director (VIDEO)
Mentorships
The UWIN mentorship program matches selected undergraduate students with a Loomis Sayles mentor to help connect the educational experience to a potential career in investment management by sharing knowledge, experience and career advice. The mentorship program requires a school year commitment of 1-2 hours per month to connect with the mentor, in addition to participation in professional development, networking and educational workshops:
- Introduction to Investment Management
- Equity and Fixed Income 101
- Effective Communication Skills
- Marketing Yourself: Cover letters, resumes and interviews
- Bloomberg Terminal training
- Advanced Excel Skills
- Day in the Life of a Trader
- Personal Finance 101
Mentorship Program Prerequisites:
- Requires a school year commitment of 1-2 hours per month to connect with the mentor. It also includes two full-day workshops and four professional development and educational training sessions
- Working toward a bachelor’s degree with coursework in finance, business, economics or mathematics, including completion of one accounting course
- Interest in financial markets
- Strong organizational and time management skills
- Attendance at a university or college in the United States
- Targets undergraduate students in their sophomore and junior years but welcomes students in any undergraduate year
Internships
The UWIN internship program is rotational during the school year. Undergraduate students experience two investment or client-facing functions (one per semester) in areas such as fixed income research, portfolio management, equity research, product marketing and client relationship management. The paid internship program requires a school year commitment of between 12-16 hours per week over two 10-week rotations. Each intern will also be matched with a Loomis Sayles mentor as part of the mentorship program described above.
Sample projects include:
- Performing fundamental industry, market, company and valuation analysis
- Building and updating financial statement models and comparable company spreadsheets
- Summarizing valuation metrics across industries and holdings of investment teams
- Generating portfolio optimization recommendations based on in-house fundamental analysts’ and macro team forecasts
- Performing peer performance analysis
- Monitoring changes to exchange rate, global bond yields, inflation and growth forecasts
Internship Program Prerequisites:
- Participation in the mentorship program
- Requires 12-16 hours per week over two 10-week rotations, one in each semester (or just one semester if studying abroad)
- Working toward a bachelor’s degree with coursework in business, finance, accounting, data science, mathematics, investing, or economics
- Completion of one accounting or finance course
- Interest in financial markets and investing
- Basic understanding of financial statements and Microsoft Excel
- Quick learner with attention to detail
- Strong organizational and time management skills
- Individuals on student visas are not eligible for this internship