Senior Financial Analyst, Global Investment Operations

Johnson & Johnson•Brunswick, OH

4d•$79,000 - $127,650•Onsite

About The Position

The Senior Financial Analyst (SFA), Global Investment Operations, supports the end-to-end operational, analytical, and reporting activities of Johnson & Johnson’s benefit plan investment programs across the U.S. and international markets. This role focuses on oversight, coordination, and analytical execution of operational processes, ensuring efficiency, governance, and data integrity across all benefit trusts. The SFA will partner closely with investment teams, custodians, and cross-functional stakeholders to maintain operational stability and identify opportunities for process improvement.

Requirements

A minimum of a Bachelor’s degree in Finance, Accounting, Economics, or a related field.
A minimum 3 years of experience in investment operations, custody, or asset management.
Deep understanding of investment operations across public and private markets.
Working knowledge of derivatives and hedging instruments (TRS, FX, interest-rate overlays).
Experience with custodian platforms (Northern Trust preferred) and CRM systems.
Strong analytical and problem-solving skills; advanced Excel and data analysis capabilities.
Ability to work independently and communicate effectively with senior stakeholders.

Nice To Haves

CFA or CAIA candidate or equivalent certification.
Prior experience supporting pension, savings, or retirement plans.
Familiarity with data analytics tools (Power BI, Tableau) and workflow automation.

Responsibilities

Custody and Systems Oversight Serve as primary liaison with global custodian on daily operational processes.
Lead efforts to maintain a streamlined investment data and document management environment, including supporting enhancements and future system transitions to improve efficiency and governance.
Coordinate with custodian and internal teams to resolve operational issues and data exceptions.
Cash and Liquidity Management (U.S. Plans) Monitor cash balances, capital activity, and funding requirements for U.S. benefit plans (DB, DC, VEBA, and NQDC).
Forecast short-term liquidity and coordinate with custodian to ensure sufficient funding for capital calls, benefit payments, and rebalancing needs.
Analyze cash movements and liquidity positions to identify variances and trends.
Capital Call Execution Process Oversee outsourced capital call process including subscriptions, redemptions, and capital calls.
Validate trade documentation and ensure proper timing and recording of transactions.
Coordinate with investment managers and internal teams to track post-execution settlements and exception resolution.
Rebalancing and Liquidity Trades Processing Support monthly and ad-hoc rebalancing activities and liquidity trades executed by custodian.
Provide oversight and validation to ensure trade instructions align with approved allocations and timelines.
Collaborate with portfolio managers and custodian to maintain target asset allocation and liquidity objectives.
Manager Onboarding (U.S. Plans) Lead end-to-end onboarding for U.S.-based investment managers, including KYC/AML requirements, custodian account setup, funding, and operational readiness.
Coordinate with internal investment, legal, and operations teams to ensure timely and accurate onboarding.
Data Analytics and Reporting Prepare and analyze cash-flow, liquidity, and investment operations reports for management and Investment Committee use.
Develop dashboards and trend analyses to identify process efficiencies and operational risks.
Ensure consistency of data feeds between custodian and internal reporting platforms.
Derivatives and Hedging Oversight Maintain working knowledge of derivative instruments (e.g., Total Return Swaps for NQDC hedging, FX forwards, interest-rate overlays).
Monitor and report on exposures, valuation drivers, and potential portfolio impacts.
Summarize findings into clear, concise risk and performance updates for management.
Operational Projects and Process Enhancement Lead initiatives to enhance operational workflows and automation.
Partner with custodian and internal stakeholders to identify and implement efficiencies.
Support continuous improvement efforts to enhance data quality, timeliness, and operational resilience.
Financial and Management Reporting Support Collaborate with the Accounting Team to ensure accurate and timely data for plan financial statements.
Review and validate investment values and activity for period-end reporting.
Assist in preparing materials for senior leadership and investment oversight meetings.
Collaboration and Cross-Functional Support Serve as a coordination link between U.S. and international investment operations teams.
Partner with internal stakeholders in Investment, Accounting, Risk, and Benefits to support consistent global processes.
Provide cross-training and act as backup for the Performance and Attribution Analyst role.

Benefits

employees are eligible to participate in the Company’s consolidated retirement plan (pension) and savings plan (401(k)).
This position is eligible to participate in the Company’s long-term incentive program.
Vacation –120 hours per calendar year
Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado –48 hours per calendar year; for employees who reside in the State of Washington –56 hours per calendar year
Holiday pay, including Floating Holidays –13 days per calendar year
Work, Personal and Family Time - up to 40 hours per calendar year
Parental Leave – 480 hours within one year of the birth/adoption/foster care of a child
Bereavement Leave – 240 hours for an immediate family member: 40 hours for an extended family member per calendar year
Caregiver Leave – 80 hours in a 52-week rolling period
Volunteer Leave – 32 hours per calendar year
Military Spouse Time-Off – 80 hours per calendar