Johnson & Johnson · 3 weeks ago
Senior Financial Analyst, Global Investment Operations
New Brunswick, NJ
Full-time
Onsite
Mid, Senior Level
$79K/yr - $128K/yr
3+ years expJohnson & Johnson is a leader in healthcare innovation, committed to improving health for humanity. The Senior Financial Analyst, Global Investment Operations, will support the operational, analytical, and reporting activities of benefit plan investment programs, ensuring efficiency and governance across all benefit trusts.
Hospital & Health Care
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
Qualification
Required
A minimum of a Bachelor's degree in Finance, Accounting, Economics, or a related field
A minimum of 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
This role is located in New Brunswick, NJ and may require up to 10% travel
Preferred
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
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 period10 days
Volunteer Leave – 32 hours per calendar year
Military Spouse Time-Off – 80 hours per calendar year
Company
Johnson & Johnson
At Johnson & Johnson, we believe health is everything.
10001+ employees
H1B Sponsorship
Johnson & Johnson has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (56)
2023 (58)
2022 (59)
2021 (44)
2020 (27)
Funding
Current Stage
Late StageLeadership Team
Alex Gorsky
Former Chairman and CEO, Johnson & Johnson
Joaquin Duato
Chairman of the Board and Chief Executive Officer
Recent News
2025-10-07
2025-10-07
Company data provided by crunchbase