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.

About the Role

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 POSITION

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 Favored 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.

RESPONSIBILITIES

Process and review management fee invoices and supporting documents related to the calculation offees

Collaborate with Client Group teams by calculating, presenting and providing data for clientreporting

Participate in off-cycle projects to improve workflow andefficiency

Ad hoc requests from internal and externalconstituents

QUALIFICATIONS

Previous related work experience or Co-op experience isdesirable

Proficient in MicrosoftExcel

Advanced grasp of common businessmathematics

Excellent written and verbal communicationskills

Strong organizational skills and attention todetail

Willingness and enthusiasm to learn on thejob

Ability to multi-task and balance competing priorities in a fast-pacedenvironment

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.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

$19-$35 per hour

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFAreimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

About the company

Wellington Management is a global investment management firm that offers equity, fixed income, multi-asset, and alternative investments to both institutional clients (such as pension funds, endowments, foundations, and insurers) and individual investors. It manages assets on behalf of clients, earning fees based on assets under management (AUM) and on investment performance. The firm relies on deep research capabilities and market insights to tailor investment strategies that meet client needs, and it integrates environmental, social, and governance (ESG) factors into its process. What sets Wellington Management apart is its broad suite of investment options combined with a commitment to ESG integration and a client-tailored approach, supported by a culture that emphasizes diversity and inclusion. The company’s goal is to help clients achieve their investment objectives by delivering disciplined, research-driven strategies and sustainable investing over the long term.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$66.2B

Headquarters

Boston, Massachusetts

Founded

1933

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See people who can refer or advise you

Simplify's Take

What believers are saying

July 22, 2026 WVB funds launched on Merrill and Bank of America Private Bank.
Hartford closes in Q1 2027, expanding Wellington’s branded wealth franchise.
September 2026 Clay and Temporal rounds validate Wellington’s late-stage growth investing engine.

What critics are saying

February 2026 SEC inquiry into private-equity practices keeps compliance under active scrutiny.
Hartford integration before Q1 2027 strains operations, distribution, and product governance.
A failed wealth pivot leaves Wellington trapped in fee-compressed institutional mandates.

What makes Wellington Management unique

July 22, 2026 alliance with Vanguard and Blackstone blends active, index, private markets.
June 3, 2026 Hartford acquisition internalizes roughly $160 billion wealth distribution.
April 13, 2026 launch added a market-neutral UCITS strategy across global equities.

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Benefits

Comprehensive health coverage

Work-life balance

Financial future

Development

Company News

Yahoo Finance

Sep 14th, 2026

Temporal raises $550M at $12.55B valuation as AI infrastructure demand surges

Temporal has raised $550 million in Series E funding at a $12.55 billion valuation, led by Lightspeed Venture Partners. Co-leads include Wellington Management, Growth Equity at Goldman Sachs Alternatives, and Tiger Global. The open-source platform, which powers AI applications, has seen significant growth in 2026. Its annualised revenue run rate recently surpassed $250 million, growing more than 200% year-over-year. Net dollar retention has exceeded 200% since February. Temporal Cloud processed 1.9 trillion actions in August, up more than 350% year-over-year. Open-source installs surpassed 43 million in August, up 134% since January 2026. The company now has more than 4,300 paying customers, including OpenAI, Snap, NVIDIA, Netflix, and JPMorgan Chase. Temporal provides infrastructure for reliable execution of critical applications, from payments to autonomous AI agents.

FWDstart

Sep 14th, 2026

Tabby raises $233M Series F at $6.5B valuation as it expands beyond BNPL into lending and payments

Saudi fintech Tabby has raised $233 million in a Series F round led by Blue Pool Capital, valuing the company at $6.5 billion. The valuation nearly doubles the $3.3 billion from its February 2025 Series E. Tabby is expanding beyond buy now, pay later into consumer lending, SME finance and everyday money management. The company secured consumer and SME finance licences from SAMA in Saudi Arabia and a Stored Value Facilities licence from the UAE central bank. Tabby processes over $18 billion in annualised transaction volume across 25 million users and 70,000 business partners. The company has been profitable since 2023. Its Saudi subsidiary generated $378 million in revenue and $55 million in net profit in 2025, up 42% and 82% respectively. The transaction remains subject to regulatory approvals.

Temporal

Sep 14th, 2026

Temporal raises $550M at a $12.55B valuation as demand grows for reliable AI infrastructure

AI is raising the bar for reliability. See why Temporal's $550M Series E, backed by Lightspeed and others, is built to meet that demand.

The New York Times

Sep 9th, 2026

Clay, an A.I. Sales Tool Provider, Raises $115 Million

The round was led by Wellington Management, a firm known for investing in start-ups on the path toward potential initial public offerings.

WION

Sep 1st, 2026

Clay raises funding at $7B valuation, more than doubling in a year

Clay, a New York-based startup selling AI tools for sales and marketing teams, has agreed to a new funding round led by Wellington Management at a $7 billion pre-money valuation, Axios reported on 31 August. The round's exact size has not been disclosed, and it is unclear whether it has fully closed. The valuation marks Clay's third jump in about a year, up from $3.1 billion in August 2025 and $5 billion in a January 2026 employee tender offer led by DST Global. The company was founded in 2017 by Kareem Amin and Nicolae Rusan. Clay markets itself as a go-to-market platform that pulls data from over 150 external sources and uses AI agents to research prospects and personalise outbound sales messages. Its customers reportedly include OpenAI, Anthropic, and Canva.

Wellington Management

Global Revenue Analyst Co-op - Client Invoicing

About the job

About Us

About the Role

About the company

Get referred to Wellington Management

Simplify's Take

What believers are saying

What critics are saying

What makes Wellington Management unique

Benefits

Company News