UWIN Internship

Undergraduate Womens Investment Network Internship ApplicationDescription: UWIN Internship & Mentorship ProgramThe Loomis Sayles Undergraduate Womens 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 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 UWIN internship program is rotational during the school year from September 2026 through April 2027. Undergraduate students will experience two investment or client facing functions (one per semester) 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 analysisBuilding and updating financial statement models and comparable company spreadsheetsSummarizing valuation metrics across industries and holdings of investment teamsGenerating portfolio optimization recommendations based on in-house fundamental analysts and macro team forecastsPerforming peer performance analysis Monitoring changes to exchange rate global bond yields inflation and growth forecastsEvaluating the Environmental Social and Governance (ESG) standards of portfolio companies The UWIN mentorship program is during the school year from September 2026 through April 2027 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 participants will attend two full day conferences at One Financial Center in Boston MA on September 17 2026 and April 9 2027 and four ½ day workshops in October (hybrid) November (virtual) 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 ManagementEquity and Fixed Income 101Effective Communication SkillsMarketing Yourself & Preparing for Professional SuccessBloomberg terminal trainingAdvanced Excel SkillsDay in the Life of a Trader Personal Finance 101Art of NetworkingSkills/Qualifications/Expectations for Internship & Mentorship Program:Working toward a bachelors degree with coursework in business finance accounting data science mathematics investing or economicsCompletion of one accounting or finance courseInterest in financial markets and investingBasic understanding of financial statements and Microsoft ExcelQuick learner with attention to detailStrong organizational and time management skillsThe 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 mentorship program requires a school year commitment of 1-2 hours per month to connect with the mentorParticipation in two full-day conferences in Boston MA (September 17 2026 and April 9 2027) and four ½ day professional development skills and educational workshops (October (hybrid) November (virtual) 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 internshipIndividuals on student visas are not eligible for this internshipLoomis 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 application will give Loomis Sayles an opportunity to understand your academic and career interests and Sayles is committed to offering competitive and equitable compensation. The hourly rate for this position is $25 USD an application along with a cover letter and resume are required by March 6 2026