UWIN Intern

UWIN Internship & Mentorship Program The Loomis Sayles Undergraduate Women’s Investment Network (UWIN) program offers both mentorship and internship opportunities for undergraduate students in their sophomore, junior or senior years who have an interest in investing, business, finance, accounting, data science, mathematics, or economics. The mission of UWIN is to inspire, develop and recruit undergraduate students who are underrepresented in the investment management industry by providing mentorship, internship experience, professional development and technical skills needed to succeed in the industry. The UWIN internship program is rotational during the school year from September 2025 through April 2026. Undergraduate students will experience two investment or client facing functions (one per semester or just one semester if studying abroad) in areas such as fixed income research, portfolio management, product marketing, equity research, and client relationship management. The internship program requires a school year commitment of between 12-16 hours per week (with one full 8 hour day required on a Tuesday, Wednesday or Thursday and 4 to 8 hours on a second day Monday through Friday) over two 10-week rotations. Each intern will also be matched with a Loomis Sayles mentor as part of the mentorship program described below. Sample internship 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 Evaluating the Environmental, Social, and Governance (ESG) standards of portfolio companies The UWIN mentorship program is during the school year from September 2025 through April 2026 and requires a commitment of 1-2 hours per month to connect with the mentor, in addition to attendance at professional development and educational workshops. The 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. All participants will attend two full day conferences at One Financial Center in Boston, MA on September 18, 2025 and April 10, 2026 and four ½ day workshops in October (hybrid), November (hybrid), January (virtual) and February (in-person). The program provides a letter to professors if you need to miss a class. Education, skill and development workshop topics include: Introduction to Investment Management Equity and Fixed Income 101 Effective Communication Skills Marketing Yourself & Preparing for Professional Success Bloomberg terminal training Advanced Excel Skills Day in the Life of a Trader Personal Finance 101 Art of Networking Skills/Qualifications/Expectations for Internship & Mentorship Program: 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 The internship program requires a school year commitment of between 12-16 hours per week. This includes one full 8 hour day on a Tuesday, Wednesday or Thursday and 4 to 8 hours on a second day. The mentorship program requires a school year commitment of 1-2 hours per month to connect with the mentor Participation in two full-day conferences in Boston, MA (September 18, 2025 and April 10, 2026) and four ½ day professional development, skills and educational workshops (October (hybrid), November (hybrid), January (virtual) and February (in-person)) You must be authorized to work in the US, without visa sponsorship from Loomis Sayles, to be eligible to apply for this internship Individuals on student visas are not eligible for this internship Loomis Sayles is an Equal Opportunity employer and values a diverse workforce. We strongly encourage all people who are committed to advancing the UWIN mission to apply, regardless of gender or gender identity. This application will give Loomis Sayles an opportunity to understand your academic and career interests and background. This application, along with a cover letter and resume are required by March 7, 2025