What are the responsibilities and job description for the UWIN Mentee position at Loomis Sayles?
Description: UWIN Mentorship Program
The Loomis Sayles Undergraduate Women’s Investment Network (UWIN) program offers mentorship 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 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, networking 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 the Mentorship Program:
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))
Working toward a bachelor’s degree with coursework in business, finance, accounting, data science, mathematics, investing, or economics
Interest in financial markets and investing
Strong organizational and time management skills
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
