Interns get direct experience by spending 10-week rotations learning meaningful, practical and project based work in an investment or client facing group.
UWIN is truly a priceless learning experience and opportunity for young women to develop a fuller understanding of what it means to have a career in the investment management industry.
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.
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 internship program requires a school year commitment of between 10-16 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:
The Undergraduate Women’s Investment Network (UWIN) was founded 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 Associate Director of Credit Research, designed a comprehensive mentorship and internship program at Loomis Sayles that has successfully partnered with 220 students from 18 colleges and universities throughout New England over the last eight years. We welcomed another 27 students into the 2023-2024 program.
Shannon O’Mara is the associate director of credit research at Loomis, Sayles & Company. She covers the home construction and building materials industries. Shannon also manages the junior credit research staff, including the credit research training program. Additionally, she founded the Undergraduate Women’s Investment Network (“UWIN”) in 2015 to attract and recruit women in investment management careers through mentorship and internship opportunities. In 2019, Shannon was recognized by InvestmentNews as a Women to Watch honoree for her leadership, contributions and impact in the industry. She began her investment industry career in 1993 and joined Loomis Sayles in 1998. Prior to Loomis Sayles, Shannon was a credit risk manager and lending officer at JP Morgan. She earned a BA in economics from the University of Rochester and management certificates in finance and accounting from the William E. Simon School of Business at the University of Rochester.
Andrea DiCenso is a co-portfolio manager at Loomis, Sayles & Company, where she co-manages the credit asset, world credit asset and emerging market debt blended total return strategies. She is also a senior strategist for the alpha strategies group and oversees all FX and commodity activity for the firm’s multi-asset product suite, and is primarily responsible for asset allocation, idea generation, portfolio construction and risk management. Since 2009, Andrea has been a strategist within the alpha strategies group, implementing emerging market and commodity related themes within the long-only and multi-asset products at the firm. She joined Loomis Sayles in 2006 as a junior analyst covering the investment grade and high yield commodity related sectors. She began her investment industry career in 2003 at Fidelity Investments as a financial analyst. Andrea earned a BS in finance from Bentley College and an MBA from Northeastern University.
Erika Fallon is an administrative manager and executive assistant Loomis, Sayles & Company. In this role, she manages a team of administrative assistants and supports the trading group. Erika is also the event coordinator for the Undergraduate Women’s Investment Network (UWIN) program. She began her investment industry career when she joined Loomis Sayles in 2016. Erika completed the Women Unlimited IMpower Program in 2022. She earned a BA in mathematics from Castleton State College.
Catherine Ferri is a senior credit research associate at Loomis, Sayles & Company. In this role, she supports senior analysts covering utilities and power companies, as well as multi-sector leveraged loans. Catherine began her investment industry career when she joined Loomis Sayles in 2021 after participating in the Undergraduate Women’s Investment Network (UWIN) mentorship program. She earned a BSBA in finance from Babson College.
Steven Hoppe is an emerging markets trader at Loomis, Sayles & Company, covering Central & Eastern Europe, the Middle East and Africa. He joined Loomis Sayles in 2004 as an operations analyst, and was later promoted to global settlements administrator, then junior global trader for the fixed income group. Prior to Loomis Sayles, Steven was a fund accountant at State Street Corporation. He earned a BA from St. Anselm College and an MBA from Suffolk University.
Tricia Keefe is the head of corporate services at Loomis, Sayles & Company. She has global responsibility for the firm’s real estate and space planning. Tricia’s responsibilities include management consulting, working with HR and other departments on setting, maintaining and enhancing the firm’s policies and procedures for our hybrid and remote environments, and employee relations. She plays an integral part in talent management and career development of employees, and is the executive sponsor of the Undergraduate Summer Internship Development Program focused on first-generation college students and mentorship coordinator for the Undergraduate Women’s Investment Network. Tricia founded Loomis Sayles’ Green Council and she is a member of the company’s Mentorship Committee. She is the coordinator of the new Loomis Sayles Associate Development Program, which is designed to attract, retain and develop early career talent by leveraging the pipeline of the firm’s two internship programs. Tricia joined Loomis Sayles in 1993 as a portfolio assistant and spent 25 years as the HR Business Partner for the investment teams. She earned a BSBA from the University of Massachusetts Lowell with a concentration in management. In addition, Tricia actively participates as a mentor for the Women Unlimited LEAD program.
Kristy Keenan is an associate investment director for the relative return team at Loomis, Sayles & Company. In this role, she supports the growth and retention of relative return assets. Kristy joined Loomis Sayles in 2012 as a client portfolio analyst, acting as a key liaison between clients, their consultant and internal departments, working closely with the relative return team. She became the product management analyst for the relative return team in 2015 and was promoted to associate investment director in 2017. Kristy is also a committee member and an internship program coordinator for the Undergraduate Women’s Investment Network (UWIN). Prior to Loomis Sayles, she was an investment analyst at New England Private Wealth Advisors. Kristy earned a BS from Bentley University and an MBA/MSF from the Carroll School of Management at Boston College.
Kristen Moldovan is a senior credit research associate at Loomis, Sayles & Company. In this role, she supports senior analysts covering the chemicals, energy and media sectors. Kristen is also the intern coordinator for the Undergraduate Women’s Investment Network (UWIN) program. She began her investment industry career when she joined Loomis Sayles in 2020. Kristen participated in the UWIN internship program in 2017, completing rotations with the emerging markets and full discretion teams. She earned a BS and MS in finance from Bentley University.
Marissa Neill is the human resources business partner in the investment business management group at Loomis, Sayles & Company. She plays an integral part in talent acquisition for the investment teams and co-manages onboarding for the firm globally. Marissa is a founding member of both the Undergraduate Summer Internship Development Program (USID) focused on first-generation college students and the Undergraduate Women’s Investment Network (UWIN). She is the co-coordinator of the Loomis Sayles Associate Development Program, designed to attract, retain and develop early career talent by leveraging the pipeline of the firm’s two internship programs. Marissa also co-leads the firm’s Welcome Program for new employees. She has 18 years of investment industry experience and joined Loomis Sayles in 2011. Marissa earned a BA from Saint Michael’s College. She is an active participant in the Women United LEAD program.
Marianne Winkelman is the director of global bond, emerging markets and foreign exchange trading at Loomis, Sayles & Company. She also actively trades global sovereign, supranational & agency bonds and all FX markets. Marianne has 30 years of investment industry experience and joined Loomis Sayles in 2005. She is an active member of sector teams within the firm, contributing trading strategies and market analysis. Previously, she was a vice president and international trader at Standish Mellon Asset Management. She began her investment industry career at Putnam Investments, Inc., where she was an assistant vice president and trader. Marianne earned a BA from Stonehill College.
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When you walk into a boardroom and you have women… at top executive roles, it gives you a vision of achievement and ambition.
One Financial Center, Boston, MA
Summer 2025: 9 June – 8 August 2025
10-weeks in a meaningful, project-based professional setting.
One Financial Center, Boston, MA
Summer 2024: 3 June – 9 August