2026 Summer Intern - Investments EIM jobs in United States
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Equitable · 1 day ago

2026 Summer Intern - Investments EIM

Equitable is a company that values diversity and teamwork. They are seeking a Summer Intern for their Investments department to support various management presentations, perform financial analysis, and assist in project management while developing skills through networking opportunities.

BankingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Coordination and preparation of various management presentations (e.g., monthly and quarterly reviews with executive management team, internal and external board meetings, other meetings and conferences)
Opportunity to deliver clear, cohesive, compelling presentations to leadership teams in / outside of Finance
Assist in project management and planning of key events / priorities
Perform financial analysis, strategic business analysis and detailed industry research
Play a key supporting role in the annual 15(c) process for Equitable Investment Management Group’s fund complex
Conduct detailed analysis and evaluate fund characteristics within their peer group, using fund and industry data
Produce summary reports for presentation to Executive Management and Equitable Investment Management’s independent board
Contribute to team discussions and client meetings
Assist in execution of process improvement initiatives
Assist in promotion of team engagement
Final research project to be presented to leaders in the Finance organization

Qualification

Financial analysisQuantitative data analysisExcelPowerPointWordWritten communicationVerbal communicationProject managementInterpersonal skillsAttention to detail

Required

Rising senior or rising junior working towards four-year undergraduate degree with course work in Finance, Accounting, Economics or Business-related, engineering or any quantitative area, with minimum 3.5 GPA
Strong financial / quantitative data analysis
Exceptional written and verbal communications skills, with ability to formulate clear and concise executive 'messages' to internal and external audiences from complex topics
Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically
Extremely proactive, good comfort level with working in an often-ambiguous environment, anticipating needs and staying ahead of them
Exceptional interpersonal skills and high level of comfort/ease to interact with all levels of the organization
Extremely organized with attention to detail
Uncompromising integrity and ability to maintain strict confidentiality
Strong experience with Excel, Word and PowerPoint
Ability to work the full duration of the program

Benefits

401(k)
Medical programs

Company

Equitable

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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 Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
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Company data provided by crunchbase