Global Revenue Analyst Co-op, Client Invoicing

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

The COMPANY Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise.

The Client Invoicing and Reporting Co‑op will collaborate with members of the Revenue and Invoicing team to calculate and prepare quarterly management fee invoices for clients and compile billing‑related information for internal and external reporting. There is exposure to sensitive and confidential information, including invoicing clients with Most Favoured Nation status. The Co‑op will also interact regularly with members of the Client Group (client‑facing management) and Investment Products & Fund Services (management of investment products and strategies) to process reporting data, answer billing questions, update client information, and resolve payment issues.

• Process and review management fee invoices and supporting documents related to the calculation of fees
• Collaborate with Client Group teams by calculating, presenting and providing data for client reporting
• Participate in off‑cycle projects to improve workflow and efficiency
• Ad hoc requests from internal and external constituents

• Previous related work experience or Co‑op experience is desirable
• Proficient in Microsoft Excel
• Advanced grasp of common business mathematics
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Willingness and enthusiasm to learn on the job
• Ability to multi‑task and balance competing priorities in a fast‑paced environment

Please note:

This co‑op position entails cross‑training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December
2026/January
2027. Only Northeastern University students are eligible for this program.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or…