Brown Brothers Harriman (BBH) is a privately held, global financial services firm headquartered in New York City. It serves its clients through its two focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.

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This material is provided for informational purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products.  Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. This material does not comprise an offer of services. Any opinions expressed are subject to change without notice.  Any third-party website links provided are for your convenience only and are not an endorsement or recommendation by Brown Brothers Harriman & Co. (“BBH”) of any of these websites or the products or services offered.  BBH is not responsible for the accuracy and validity of the content of these third party websites.  Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code or for promotion, marketing or recommendation to third parties. Unauthorized use or distribution without the prior written permission of BBH is prohibited. This content is approved for distribution in member states of the EEA by Brown Brothers Harriman Investor Services Limited, authorized and regulated by the Financial Conduct Authority (FCA). BBH is a service mark of Brown Brothers Harriman & Co., registered in the United States and other countries. © Brown Brothers Harriman & Co. 2023. All rights reserved.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Brown Brothers Harriman

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At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

**Risk Analyst – Operational Due Diligence**

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

**Role Overview**

BBH is recruiting for a **Risk Analyst – Operational Due Diligence ** to join our Risk Team. In this role, you will support the operational due diligence (ODD) review process and ongoing monitoring for investment managers approved for the Capital Partners investment platform. The population of managers includes internal and external products structured across multiple fund types, including registered funds, private funds, and separately managed accounts.

**Why this role matters: ** Your work helps ensure we understand how managers operate—not just what they invest in—by assessing the quality of controls, governance, and operational resiliency that protect client capital. You will help surface strengths and gaps early, document conclusions clearly, and support informed decision-making by internal oversight committees.

You will participate in due diligence reviews across a broad set of non-investment topics, including portfolio implementation and monitoring, trading operations, fund accounting and administration, human capital management, regulatory compliance, legal entity and tax risks, information technology, cybersecurity, and business continuity/general business practices. Final due diligence reports are presented to an internal risk oversight committee and may also be presented to other BBH oversight committees and fund boards as needed.

Additional responsibilities include helping create and present committee materials, supporting the investment manager negative news monitoring program, supporting the monthly portfolio compliance process, and contributing to broader risk and business initiatives. As needed, you will also work on risk management efforts outside the ODD program, providing a well-rounded risk management experience.

**Key Responsibilities**

**Operational due diligence (initial underwriting & ongoing monitoring)**

- Prepare for and participate in on-site and off-site due diligence meetings with investment managers and relevant affiliated entities, as needed

- Manage diligence pipeline and track status of reviews

- Perform detailed reviews of manager documentation (e.g., due diligence questionnaires, offering/deal documents, financial statements, regulatory filings, audits, SOC reports, and policies/procedures)

- Organize data rooms/manager submissions

- Track outstanding items

- Draft clear, well-supported due diligence reports that document scope, testing performed, key risks, mitigating controls, and conclusions for committee review

- Build depth as a subject matter resource across ODD focus areas (operations, compliance, technology/cyber, valuation support processes, business continuity, and vendor oversight)

- Coordinate with partners across BBH (e.g., Investment Research Group, Cyber & Technology, Business Continuity, Controllers, Credit, Office of the General Counsel, Compliance, and Internal Audit) to incorporate functional expertise into reviews and follow-ups

**Broader risk management & business initiatives**

- Support BBH risk management objectives through research, analysis, documentation, and execution of risk program deliverables

- Partner with the Investment Research Group and Investment Product Group to support the development and implementation of the Capital Partners investment platform, including manager onboarding and oversight

- Contribute to ad hoc risk initiatives and projects that align with your skill set (e.g., process improvements, monitoring enhancements, and reporting materials)

**Qualifications**

- Bachelor’s degree in accounting, finance, or business

- Master’s degree and/or CPA, CFA, or CAIA preferred

- 3+ years of relevant experience (e.g., operational due diligence, audit, accounting, fund operations, or investment management compliance)

- Understanding of risk management concepts, control design, and common governance frameworks

- Ability to analyze business processes, identify key operational risks, assess severity, and evaluate mitigating controls

- Sound judgment and ability to synthesize incomplete information into clear conclusions and next steps

- Knowledge of fund structures, investment operations, trading workflows, portfolio compliance, and related systems

- Strong relationship management skills and comfort engaging with external managers and internal partners

- Excellent written and verbal communication skills; able to present complex topics clearly to senior stakeholders

- Strong Microsoft Office skills (Excel, Word, PowerPoint)

**Successful Candidates Typically Demonstrate The Ability To**

- Enjoy balancing detail with deadlines and can manage multiple reviews in parallel

- Ask thoughtful questions and are comfortable challenging assumptions respectfully

- Take pride in producing high-quality written work products

- Are curious about how investment firms operate and how controls work in practice

- Stay organized and be detailed oriented

**What We Offer**

- A collaborative environment that enables you to step outside your role to add value wherever you can

- Direct access to clients, information and experts across all business areas around the world

- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

- A culture of inclusion that values each employee’s unique perspective

- High-quality benefits program emphasizing good health, financial security, and peace of mind

- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

- Volunteer opportunities to give back to your community and help transform the lives of others

**Salary Range**

NY: $75,000 - $90,000 base salary + annual bonus target

~~BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.~~

**We value diverse experiences. ** We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

**About BBH**

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Risk Analyst

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for a Risk Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Risk Analyst to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Investment Risk Analyst

Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide.

Read our Social Media Guidelines here: https://www.chubb.com/us-en/about-chubb/chubbs-social-media-guidelines.aspx

Notre section « À propos » est également disponible en français, ici: https://www.chubb.com/ca-fr/about-chubb-in-canada/a-propos-de-chubb-au-canada.aspx

Industry: Versicherungswesen
Company Size: 10.001+ Beschäftigte

Chubb

**Job Description**

The **Global Head Insurance Learning ** is responsible for designing and implementing comprehensive learning and development strategies focused on the upskilling and continuous education of underwriters and claims adjusters. This role spans across Chubb’s global products, markets, customer segments, industry practices and distribution channels.

The incumbent will work closely with Business Heads, HR Business Partners, the Global and Regional Talent & Development teams to implement learning programs and practices to develop and engage employees to achieve business priorities and objectives.

This position requires a collaborative leader with a growth mindset who has the maturity, judgment, energy and discipline to effectively deliver in Chubb’s fast paced and matrixed environment. The role reports to the Executive Vice President, Chief Talent Officer.

**Responsibilities**

-  Develop and execute a global learning strategy focused on underwriting and claims excellence

-  Oversee the design, development and delivery of training programs, ensuring alignment with compliance, regulatory, and industry standards

-  Provide blended learning solutions, including in-person, virtual and digital learning platforms

-  Lead holistic approach to Early Career learning, including Associate, Apprentices and Interns

-  Identify opportunities for bespoke, product-specific curricula for experienced employees

-  Partner with Talent & Development colleagues to deliver region-specific learning initiatives

-  Oversee a relationship management model that balances multiple stakeholders (e.g., Business Leaders, HR, Region/Business L&D) while effectively deploying global resources in an agile way

-  Lead skills-based learning initiatives to bridge workforce skill gaps tied to skills taxonomies

-  Maximize Oracle and LinkedIn Learning functionality to scale access to and impact of learning

-  Design and deliver skills academies for critical roles in tight partnership with Business Units

-  Clearly define and measure learning outcomes, including enhanced levels of authority

-  Shape and refine Learning function’s operating model to ensure efficiency and effectiveness

-  Implement learning platforms and AI technologies that optimize resources and scale learning

-  Manage learning budgets, vendor relationships, and external education partners

**Qualifications**

- Extensive experience (10+ years) in learning and development roles within insurance

- Deep understanding of insurance operations, especially underwriting and claims workflows

- Knowledge of regulatory requirements and professional standards in major insurance markets

- Familiarity with learning technologies and emerging AI-enabled platforms

- Strategic leadership; stakeholder engagement and influencing skills

- Demonstrated ability to attract, develop and retain high-performing team

- Experience managing a geographically dispersed team; preferably including outside the U.S.

- Ability to collaborate across all levels of the organization and manage complex projects

-  Ability and comfort in presenting and facilitating effectively to small and large audiences

- Data-driven, with experience in applying analytics to learning outcomes

The pay range for the role is $160,000-$240,000.**The specific offer will depend on an applicant’s skills and other factors. **This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website . **The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.**

**About Us**

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Chubb Global Learning Manager



Industry: Financial Services
Company Size: 51-200 employees

**Company Description **

GBI is a leading precious metals trading platform that enables individuals and institutional clients to buy, sell, and hold physical gold, silver, platinum, and palladium. We take compliance seriously — our KYC and AML program is a core part of how we maintain trust with our customers and regulators alike. We are looking for a dedicated compliance professional to own this function end-to-end.

**Role Description **

The KYC/AML Compliance Analyst will be the primary owner of GBI's customer onboarding compliance program. This individual will be responsible for reviewing and approving new account applications, managing our third-party KYC/AML platform configuration, building and maintaining customer risk profiles, and ensuring our processes remain aligned with FinCEN, BSA, and precious metals dealer regulations. This is a hands-on, ownership-oriented role where the successful candidate will take initiative to define, design, and continuously improve GBI's KYC/AML program — not simply execute within one. It is best suited for a compliance professional who thrives in a fast-paced fintech environment, values a customer-friendly onboarding experience, and wants to build something meaningful.

**Core Responsibilities **

**Account Onboarding & Document Review **

•       Review and adjudicate new account applications submitted by retail and institutional customers

•       Examine and verify identity documents including government-issued IDs, passports, and business formation documents (Articles of Incorporation, EIN letters, operating agreements)

•       Conduct Enhanced Due Diligence (EDD) for high-risk customers, PEPs, and complex entity structures

•       Approve, pend, or decline account applications based on risk assessment findings

•       Communicate professionally with customers and internal teams to resolve document deficiencies

•       Create KPI’s and report to management on a weekly basis

**KYC/AML Platform Configuration & Management **

•       Own the configuration of GBI's third-party compliance platforms: Socure (identity verification), Riskified, and Signifyd

•       Build and tune rule sets, decision logic, and automated workflow triggers within the platform

•       Manage vendor relationships and escalate platform issues or enhancement requests

•       Monitor system performance and flag configuration gaps that create compliance exposure

**Risk Profiling & Ongoing Monitoring **

•       Develop and maintain customer risk rating methodologies appropriate for the industry

•       Assign and periodically reassess risk scores across the customer base

•       Monitor transactional activity for AML red flags and unusual patterns

•       Conduct periodic reviews (annual, triggered) of existing customer profiles

**Regulatory Compliance & Reporting **

•       Ensure GBI's KYC/AML program remains current and compliant with applicable regulations including:–      Bank Secrecy Act (BSA)

–      FinCEN Customer Due Diligence (CDD) Rule

–      OFAC/Sanctions screening requirements

•       File Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) as required

•       Maintain thorough records in support of regulatory examinations and audits

**Process Ownership & Improvement **

•       Document KYC/AML policies, procedures, and workflows and keep them current

•       Identify operational gaps and propose improvements to reduce manual effort and risk

•       Partner with technology and product teams on compliance-related feature development

•       Train internal staff on KYC/AML requirements and escalation procedures

•       Maintain records of cadenced meetings, management approvals, training sessions, SAR filings, etc.

Required Qualification

•       3–6 years of hands-on KYC/AML experience, preferably in fintech, payments, commodities, or a regulated financial services environment

•       Direct experience reviewing and approving customer identity documents and onboarding files

•       Working knowledge of BSA/AML regulatory requirements, CDD rules, OFAC screening, and SAR/CTR obligations as they apply to precious metals dealers

•       Experience configuring or working within KYC/AML technology platforms; hands-on experience with Socure, Riskified, or Signifyd is a strong plus

•       Demonstrated ability to build or contribute to risk rating frameworks and customer risk profiles

•       Strong attention to detail and ability to make sound, documented decisions on complex cases

•       Excellent written communication skills for case documentation and customer correspondence

Preferred Qualification

•       CAMS (Certified Anti-Money Laundering Specialist) certification — strongly preferred

•       CFCS (Certified Financial Crime Specialist) or CFE (Certified Fraud Examiner) a plus

•       Familiarity with AI and machine learning tools in a risk or compliance context, include experience developing governance frameworks or policies around their use

•       Prior experience at a precious metals dealer, commodity trading firm, or FinCEN-regulated MSB

•       Experience owning AML program design rather than solely executing tasks within an established program

•       Exposure to CIP (Customer Identification Program) design and documentation

Key Competencies

**Ownership Mindset **

Takes accountability for outcomes, not just tasks

**Regulatory Acumen **

Keeps pace with evolving BSA/AML obligations

**Analytical Judgment **

Makes sound decisions on ambiguous or complex cases

**Tech-Forward **

Comfortable configuring and optimizing compliance tooling

**Communication **

Clear and professional across customers and internal teams

**Process Builder **

Documents, refines, and scales compliance workflows

What We Offer

•       Competitive base salary ($80,000 – $120,000) commensurate with experience

•       Performance bonus tied to compliance program health and operational metrics

•       Health, dental, and vision insurance

•       401(k) with company match

•       Hybrid work schedule — 2 to 3 days per week in our New York City office

•       A high-impact role with direct visibility to senior leadership

Lead AML Specialist

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