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2024 Summer Intern – Business Unit CFO/Wealth Management

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?


  • Coordination and preparation of management reporting for Wealth Management and Finance Leadership
  • Exposure to management with opportunity to deliver clear, cohesive, compelling presentations to the Wealth Management business line and Finance
  • Assist in financial modelling, and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting.
  • Perform strategic analysis on competitive environment and help establish benchmark of peers
  • Conduct in-depth research to inform key strategic initiatives
  • Collaborate with various functional areas on process optimization opportunities
  • Active contributor in various ad hoc requests
  • Assist in promotion of team engagement

Internship Details:

  • Hourly rate:  $22/hour
  • Dates:  June 3, 2024 - August 2, 2024
  • Location:  New York, NY
  • Work Environment:  Flexible (2-3 days per week in the office)


Preferred Qualifications:

  • Rising College Senior (Class of 2025)
  • Business Majors with a concentration in Accounting, Finance, Business Analytics or related
  • Experience with financial/quantitative data analysis
  • Ability to synthesize data to formulate clear and concise executive messages to internal audiences from complex topics
  • Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically
  • Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another
  • Interpersonal skills and high level of comfort/ease to interact with all levels of the organization
  • Organized with attention to detail
  • Uncompromising integrity and ability to maintain strict confidentiality

Competencies and Skills:

  • Values differences:  Recognizes the value different perspective and cultures brings to an organization.
  • Applies business insights:  Applies knowledge of business and the marketplace to advance the organization’s goals
  • Build strong teams:  Builds strong identity teams that apply their diverse skills and perspective to achieve common goals.
  • Cultivates innovation:  Creates new and better ways for the organization to be successful.
  • Adapts and learns:  Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.



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.

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