Senior Financial Analyst, Global Investment Operations

Position Summary

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.

• Custody and Systems Oversight – Serve as primary liaison with global custodian on daily operational processes, lead maintenance of investment data and document management, 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; forecast short‑term liquidity; coordinate with custodian to ensure sufficient funding for capital calls, benefit payments, and rebalancing needs; analyze cash movements and liquidity positions for 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.

• Required Qualifications:
  • Minimum bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 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…