Equitable is America’s first fully Agile financial services company, dedicated to helping clients secure their financial well-being. The Strategic Innovation Group (SIG) team member will engage in various projects focused on strategic innovation, process re-engineering, and developing impactful solutions in a dynamic environment.
Responsibilities
- Create clear, structured, and visually stunning PowerPoint documents
- Conduct quantitative analysis and/or consolidate data through Excel
- Build low-code applications with automated workflows through Microsoft Power Platform
- Conduct competitive research with the aid of generative AI tools
- Help more senior members of the team write compelling and interesting memos to executives
- Support facilitation of group learning sessions with internal stakeholders
- Help the team to document and organize information, from consistent note taking to folder structuring
Skills
- Bachelor's degree
- 0-2 years of experience working within financial services, insurance and/or consulting firms
- Established experience creating PowerPoint presentations
- Comfortable partnering with senior level management
- Ability to manage multiple projects/tasks with emphasis on time management
- Experience working in an NWOW-like culture (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering)
- Demonstrates clearly with oral and written communications skills
- Adequate grasp of Equitable business acumen (e.g., how Equitable makes money, different Equitable business lines)
- Knowledge of statistics, hypothesis-driven problem-solving, finance industry and economics
- Self-motivated and dedicated to continuous self-improvement, including receiving practical feedback
- Open-minded, willing to flex across new areas and 'roll up their sleeves'. Able to explore new domains and grasp complex concepts in new subject areas
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
- Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.