2027 New York Life Direct Summer Internship… at New York Life · Tampa

Summary: New York Life Direct is a direct-to-consumer life insurance provider offering an internship focused on business planning and strategy. The Business Planning & Strategy Summer Intern will support strategic initiative planning, portfolio management, reporting, executive communications, and cross-functional business operations throughout the 10-week program.

Responsibilities:
- 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

Required Qualifications:
- 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
- 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
- To be eligible for this program, you must be authorized to work in the U.S
- This program is not available to individuals working under OPT or CPT

Required Skills: Microsoft Excel, Microsoft PowerPoint, Agile Methodologies, Portfolio Management, Targetprocess, Data Analysis, Process Improvement

Internship Start Date: Start in 2027 Summer

Benefits: Hybrid - 3 days per week, Employees are eligible for an annual discretionary bonus., Employees may also be eligible to participate in an incentive program.