Equitable · 1 week ago
2026 Summer Intern - Investments EIM (HYBRID)
New York, NY
Internship
Hybrid
Intern
$22/hr - $22/hr
Start in 2026 SummerEquitable is a company dedicated to helping clients secure their financial well-being since 1859. The Intern will support the Investments department within Finance, engaging in various management presentations, financial analysis, and project management while learning about investment functions and collaborating with peers.
BankingConsultingFinancial Services
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
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
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
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
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase