Investments

2026 Summer Intern - Investments EIM ( 250000K9 )

Primary Location : UNITED STATES-NY-New York

Organization : Equitable

Schedule : Full-time

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Description

Interns will support the Investments department within Finance at Equitable Holdings (EQH) and have the opportunity to learn about additional functions through group research projects and networking opportunities with peers in the program.

The investments department is responsible for the General Account function as well as the Equitable Investment Management Group. The Equitable Investment Management Group provides investment expertise to individual investors through variable insurance and retail mutual fund investment options.

The intern's key responsibilities will include:

• 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

Internship Details

Dates: Nine week program starting in early June 2026

Hourly Rate: $22/hour

Location: New York, NY

Work Environment: Hybrid / Flexible (3 or 4 days per week in the office required)

Qualifications

• 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

Competencies and Skills

• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.

• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.

• Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.

ABOUT EQUITABLE

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].

Req ID: 250000K9