Jamie has been active in the financial services industry since 1998, with 16 years experience in global organisations in the areas of investment banking, hedge funds and asset management. He has expertise in UCITS and AIFMD compliant fund operational oversight and governance. He is responsible for advising asset managers on the establishment of both UCITS and non-UCITS funds and has experience in the preparation of Business Plans and Risk Management Process documents for UCITS funds.
Prior to joining KB Associates, Jamie was Vice President of Business Unit Control for Northern Trust Hedge Fund Services in London and Dublin. Prior to Northern Trust, Jamie was Vice President of Business Unit Control for Citadel Investment Group Europe in London. Jamie also gained significant experience at JP Morgan investment bank in a variety of senior operational, management and project roles.
Jamie holds a M.B.S. in Strategic Management and Planning from University College Dublin Graduate School of Business (Smurfit School), a B.A Law & Accounting from University of Limerick and is a qualified barrister (The Honorable Society of King’s Inns), accountant (ACCA) and tax professional (Associate of Irish Tax institute), and a Chartered Financial Analyst (CFA) Charterholder.