UWIN Internship

Loomis Sayles•Boston, MA

1d•$25 - $25

About The Position

Undergraduate Women’s Investment Network Internship Application Description: 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 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. 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 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 analysisMonitoring 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 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 advice. All 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 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 TraderPersonal Finance 101 Art of Networking

Requirements

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 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 internship
Individuals on student visas are not eligible for this internship