UWIN Internship Program

and the job listing Expires on March 13, 2026

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $431 billion in assets under management (as of 31 December 2025) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS
, the core characteristics of who we aspire to be as employees and an organization.

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

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.

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 analysis
• Monitoring changes to exchange rate, global bond yields, inflation and growth forecasts
• Evaluating the Environmental, Social, and Governance (ESG) standards of portfolio companies

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 Trader
• Personal Finance 101
• Art of Networking