2027 Summer Intern - Finance

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve been committed to since 1859.

We are seeking motivated, curious, and analytical Summer 2027 Finance Interns who are eager to gain real-world experience and contribute to meaningful work. As a Finance Intern, you’ll have the opportunity to apply what you’ve learned in the classroom while gaining firsthand experience with financial analysis, insights, and decisions that help drive our business forward.

Throughout the internship, you’ll work alongside experienced professionals on impactful projects, collaborate across teams, analyze financial and business information, and learn how different areas of Finance support our organization and its strategic priorities. You’ll also have opportunities to build your professional network, develop new skills, and explore potential career paths within Finance and financial services.

This position offers a hybrid work schedule, with 3-4 days in the office, combining flexibility with opportunities for in-person collaboration, learning, and connection.

What You’ll Be Doing

• Support Finance teams on projects and initiatives tied to key business priorities.
• Assist with financial analysis, reporting, forecasting, and other activities that support business decision-making.
• Analyze financial and business information, identify trends, and translate data into meaningful insights.
• Collaborate with colleagues across Finance and other business areas on projects and team priorities.
• Help prepare reports, presentations, and other materials for Finance and business leaders.
• Explore opportunities to improve processes and leverage technology, including AI-enabled and automation tools, to enhance efficiency and team capabilities.
• Participate in team meetings, professional development opportunities, networking events, and collaborative discussions.
• Complete a meaningful project or body of work and present key insights, outcomes, or recommendations to team members and leaders.

Internship Details

• Dates: Nine-Ten week program beginning in early June 2027
• Hourly Rate: $23/hour
• Locations: New York, NY, Charlotte, NC or Syracuse, NY

What You’ll Bring

• Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Analytics, or a related field.
• Interest in finance, financial services, and using data to support business decisions.
• Working knowledge of Microsoft Excel and PowerPoint.
• Strong analytical, communication, and organizational skills.
• Curiosity, initiative, and a willingness to learn and collaborate with others.
• Exposure to finance, accounting, or data analytics through coursework, projects, extracurricular activities, or previous experience.
• Interest in learning and using analytical, automation, and AI-enabled tools.

Skills

• Accuracy and Attention to Detail: Produces high-quality work and understands the importance of accuracy when working with financial and business information.
• Analytical and Critical Thinking: Evaluates information, asks thoughtful questions, identifies trends, and develops informed conclusions.
• Learning Agility: Demonstrates curiosity and a willingness to learn, adapt, and take on new challenges.
• Managing Multiple Priorities: Organizes work effectively and balances multiple assignments and deadlines.
• Communication: Communicates ideas and information clearly and effectively with different audiences.
• Collaboration: Builds productive relationships across teams, contributes ideas, and works effectively toward shared objectives.
• Business Acumen: Demonstrates an interest in understanding how Finance supports broader business priorities and decision-making.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more

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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].