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Equitable · 3 weeks ago

2026 Summer Intern - Investments General Account

New York, NY

Internship

Hybrid

Intern

$22/hr - $22/hr

Start in 2026 Summer

Equitable is a company committed to helping clients secure their financial well-being. The internship in the Investments department will involve supporting various management presentations, performing financial analysis, and contributing to team discussions while gaining exposure to different functions within the organization.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Coordinate and prepare various management presentations, including monthly and quarterly reviews with the executive management team, internal and external board meetings, and other meetings and conferences

Deliver clear, cohesive, and compelling presentations to leadership teams both within and outside of Finance

Assist in project management and the prioritization of special projects

Perform financial analysis, strategic business analysis, and detailed industry research

Conduct detailed analysis and evaluate fund characteristics within their peer group using fund and industry data

Produce summary reports for presentation to Executive Management

Contribute to team discussions

Assist in executing process improvement initiatives

Promote team engagement

Present a final research project to leaders in the Finance organization

Qualification

Financial analysisQuantitative data analysisExcelPowerPointProject managementVerbal communicationWritten communicationAttention to detailInterpersonal skills

Required

Rising senior or junior pursuing a four-year undergraduate degree with coursework in Finance, Accounting, Economics, Business-related fields, engineering, or any quantitative area, with a minimum 3.5 GPA

Strong financial and quantitative data analysis skills

Exceptional written and verbal communication skills, with the ability to convey clear and concise executive messages to both internal and external audiences from complex topics

Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems, and think strategically and critically

Highly proactive, with a strong comfort level working in often ambiguous environments, anticipating needs and staying ahead of them

Exceptional interpersonal skills and ease in interacting with all levels of the organization

Extremely organized with attention to detail

Uncompromising integrity and ability to maintain strict confidentiality

Proficient in Excel, Word, and PowerPoint

Availability to work the full duration of the program

Benefits

Comprehensive compensation and benefits to support overall well-being

Flexibility

A culture of collaboration and teamwork

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

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)