Ben Armstrong

• Led the production and delivery of PRIIP Key Information Documents (KIDs) across a broad fund range, ensuring compliance with evolving regulatory requirements and deadlines.
• Manage the compilation, validation, and reporting of ex-ante and ex-post Cost and Charges data in line with MiFID II and PRIIPs RTS standards.
• Act as a key liaison with external vendors, overseeing data submissions, validation feedback, and resolution of data discrepancies.
• Collaborate cross-functionally with internal stakeholders in Product Governance, Legal, Compliance, and Investment teams to ensure reporting consistency and regulatory alignment.
• Enhance reporting efficiency by maintaining and automating data validation tools and reporting processes using Excel (advanced), PowerAutomate, and PowerBI.
• Develop and distribute internal dashboards to monitor reporting KPIs, data quality and operational risks.
• Leveraged Python programming skills to automate routine tasks, boosted productivity levels significantly.

Key Achievements:

• Successfully coordinated with vendors to deliver 70,000 PRIIP KIDs across 400 funds with 100% on-time accuracy.
• Accelerated delivery of regulatory templates by reducing the Cost and Charges reporting cycle by 25% through enhanced automation and cross-functional collaboration

• Designed and delivered targeted skill development initiatives to equip new staff for progression into senior researcher roles.
• Managed a high-performing team of 10, driving productivity and ensuring alignment with operational goals, including an offshore team.
• Produced comprehensive MI reports tailored to senior leadership requirements for strategic decision-making.
• Provided mentorship and procedural guidance to both onshore and offshore teams, including a dedicated unit in India, to ensure consistency in operations.
• Monitored and evaluated performance metrics to maintain compliance with internal benchmarks and regulatory standards.
• Led Personal Development Review sessions to support career growth and align individual objectives with organizational priorities