2026 Summer Intern - Commercial Strategy (HYBRID)

Equitable

Posted 20 days ago

Internship

New York, New York

Hybrid

Smart Summary

The intern will support strategic planning and analysis for Equitable’s Retirement and Wealth Management businesses by conducting market research and analyzing business performance metrics. Responsibilities also include drafting executive materials and assisting with project management routines across key initiatives.

Equitable is seeking a rising junior or senior for a Commercial Strategy internship. The role involves market research, data analysis, and presentation development, requiring strong Excel and PowerPoint skills. This hybrid internship offers a chance to contribute to strategic planning within the Retirement and Wealth Management businesses.

Must Have Skills for ATS

Market Research

Strategic Analysis

Excel

PowerPoint

Data Analysis

Dashboard Development

Project Management

Problem Solving

Communication

Teamwork

Planning

Organizing

Financial Modelling

Tableau

SQL

Generative AI

Job Description

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 honed since 1859.

Equitable’s Commercial Strategy team is seeking a high-impact intern to support the strategic planning and analysis efforts that guide Equitable’s Retirement and Wealth Management businesses.

You will work closely with the Head of Commercial Strategy and the President’s Chief of Staff to support market research, strategic analysis, and executive-ready deliverables that inform business decisions across the portfolio. 
 

What You'll Be Doing

  • Conduct primary/secondary market research (competitors, customer segments, channels, technology trends) and synthesize insights into clear recommendations.
  • Analyze business performance metrics and support development of dashboards or insights for leadership.
  • Partner with enterprise functions to drive key initiatives (e.g. finance, commercial businesses, communications, IT, HR, etc.)
  • Draft presentations, briefing materials and short executive memos in partnership with the Chief of Staff team.
  • Assist with project management routines (timelines, risks, dependencies) across concurrent initiatives.
  • Support planning and logistics for leadership meetings and special off-sites.
     

Internship Details

Dates:  Nine week program starting in early June 2026
Hourly Rate:  $22/hour
Location:  New York, NY
Work Environment:  This position offers a hybrid work schedule, with an on–site presence of 3 days per week on Monday, Tuesday and Thursday that allow flexibility with team collaboration.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.

Equitable Pay and Benefits:  : Equitable Total Rewards Program
 



What You'll Bring

Required

  • Rising senior or rising junior working towards a four-year undergraduate degree with course work in Finance, Accounting, Economics, Business or related field.
  • Strong proficiency in Excel (modeling, pivot tables, lookups) and PowerPoint (executive storylining, visuals).
  • Structured problem-solving, excellent written and verbal communication, and comfort working with ambiguity.
  • Ability to manage multiple workstreams, meet deadlines, and work in a hybrid, collaborative environment.
  • Ability to work the full duration of the program

Preferred

  • Experience with financial modelling and data analysis tools (e.g., Excel modeling, Tableau, SQL) a plus.
  • Demonstrated interest or hands on experience with AI tools and technologies, including generative AI (e.g., copilots, LLMs, prompt engineering), agentic AI, and applying AI to research, analysis, or workflow automation.
  • Demonstrated leadership, teamwork, and intellectual curiosity.
  • Prior internship or project work in strategy, consulting, finance, product, or corporate development.

     

Skills

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to in a wide variety of situations.

Teamwork:  Belief in the necessity and value of teamwork; experience working cooperatively towards shared goals and being supportive of others at all levels.

Communication:  Understanding the importance of insightful listening and communicating along with the ability to provide information and messages in a way that produces clarity and impact.

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
 

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. 

********** 
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 TalentAcquisition@equitable.com.

Equitable

We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)

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