Equitable ยท 2 hours ago
2026 Summer Intern - Workplace Solutions
Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Summer Intern in Workplace Solutions to assist in data cleaning, reporting automation, and collaboration with finance and data teams to deliver insights.
BankingConsultingFinancial Services
Responsibilities
Clean, transform, and validate data from various sources to ensure accuracy and consistency
Assist in automating reporting processes to improve efficiency and reduce manual workload
Collaborate with Finance and Data teams to understand reporting needs and deliver meaningful insights
Document data sources, dashboard designs, and standard procedures for handoff and scalability
Qualification
Required
Rising senior in an accredited Bachelor's degree program (Class of 2027) in Finance, Accounting, Business Analytics, Data Science, Information Systems or a related field preferred
Strong in Finance and Data Analytics
Familiarity with Power BI or similar data visualization tools (Tableau, Google Data Studio, etc.)
Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, conditional formatting, basic charts)
Ability to manage multiple priorities independently
Proactive mindset and eager to learn
Ability to work during the full 9-week program
Preferred
Experience with DAX (Data Analysis Expressions) or Power Query in Power BI
Exposure to financial statements or business reporting
Basic understanding of databases or SQL
Benefits
Comprehensive compensation and benefits to support overall well-being
Flexibility
A culture of collaboration and teamwork
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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