2027 New York Life Direct Summer Internship Program - Business, Employee & Workplace

New York LifeNew York LifeTampa, Florida, United States
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Posted

8/27/2026

Employment

Intern

Range

$25 - $25/hr

Work style

Hybrid

3 days in office

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AI summary

Core responsibilities

The intern will support strategic planning, portfolio management, and executive communications by coordinating initiatives and maintaining data within the Target Process platform. They will also collaborate with cross-functional teams to enhance reporting capabilities and contribute to business decision-making processes.

Requirements overview

Candidates must be currently pursuing a bachelor's degree and entering their junior or senior year. Strong analytical, organizational, and communication skills are required, along with proficiency in Microsoft Office tools.

Key skills

Strategic planningPortfolio managementData analysisReportingBusiness operationsProject managementCommunicationAnalytical skillsOrganizational skillsMicrosoft ExcelMicrosoft PowerPointAgile methodologiesTarget ProcessStrategic communicationsProblem-solving

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Education requirements

bachelor degree

About New York Life

Industry

Financial Services

Employees

38,162

Type

Privately Held

Size

10,001+ employees

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

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Job categories

Management & LeadershipFinance & AccountingData & AnalyticsConsulting

Description

Job Requisition ID: 94772 Location Designation: Hybrid - 3 days per week Shape your future At New York Life Direct, you’ll be joining the nation’s #1 direct-to-consumer provider of life insurance. The AARP Life Insurance Program from New York Life is endorsed by AARP and is the only life insurance program developed exclusively for AARP members. Your work will help more Americans achieve greater financial security and peace of mind. Role Overview The Business Planning & Strategy Summer Intern will gain hands-on experience supporting strategic planning, portfolio management, and executive communications within New York Life Direct. Over the 10-week program, the intern will collaborate with members of the Business Planning & Strategy team and cross-functional stakeholders to support planning activities, maintain portfolio data, enhance reporting, and contribute to strategic communications that inform business decision-making. This opportunity is designed for rising college juniors and seniors who are interested in strategy, business operations, project and portfolio management, or organizational planning. The internship provides exposure to enterprise planning processes and business operations while offering opportunities to strengthen analytical, organizational, communication, and collaboration skills. What You'll Do Support the annual Strategic Initiative Planning (SIP) process by coordinating planning activities, gathering and organizing information from Business Owners, tracking progress, and helping ensure planning materials are accurate, complete, and aligned with business priorities. Support portfolio management within the Target Process platform and SAFe Agile framework by maintaining information for business-as-usual work, programs, EPICs, initiatives, and optimization efforts; validating data quality; and contributing to portfolio governance and reporting. Configure and enhance reporting capabilities within Target Process to support portfolio reviews, leadership meetings, and data-driven decision-making, while identifying opportunities to improve the efficiency and transparency of existing planning and reporting processes, including through AI and other tools. Partner with the Strategic Communications team to provide project updates, planning information, and other inputs for leadership communications, presentations, and business updates. Participate in team meetings, planning sessions, and cross-functional discussions; build relationships across the organization; and present recommendations and project outcomes to members of the Business Planning & Strategy team at the conclusion of the internship. What You'll Bring Required Skills Currently pursuing a bachelor’s degree and entering junior or senior year at the time of the internship. Strong analytical and problem-solving skills, with an interest in using data and information to understand business challenges and support decision-making. Strong organizational skills and attention to detail, with the ability to manage multiple activities, track information, and meet deadlines. Effective written and verbal communication skills, with the ability to organize and present information clearly. Collaborative and curious approach, with an interest in learning from and working with colleagues across different functions and levels of the organization. Proficiency with common productivity tools, such as Microsoft Excel and PowerPoint, and an interest in learning new planning, reporting, and AI-enabled tools. Preferred Skills Interest or coursework in business strategy, business operations, project or portfolio management, finance, analytics, or a related area. Familiarity with Agile methodologies, portfolio management concepts, or tools such as Target Process. Experience analyzing data, developing reports or presentations, or identifying opportunities for process improvement through academic, internship, extracurricular, or other project work. Work Authorization To be eligible for this program, you must be authorized to work in the U.S. We do not offer employment-based immigration sponsorship for this program.This program is not available to individuals working under OPT or CPT. Curious what it’s like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn! #NYLDirectcampus ​Pay Transparency Salary Range: $25/hr Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. ​ ​

Requirements

  • Strategic planning
  • Portfolio management
  • Data analysis
  • Reporting
  • Business operations
  • Project management
  • Communication
  • Analytical skills
  • Organizational skills
  • Microsoft Excel
  • Microsoft PowerPoint
  • Agile methodologies
  • Target Process
  • Strategic communications
  • Problem-solving

Benefits

  • Discretionary bonus
  • Incentive program

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