Ruben Sanchez

About Ruben Sanchez

I am an experienced Business Intelligence Analyst, Cognos Report Author and Business Intelligence Advocate with deep experience supporting many aspects of an asset management firm. I am passionate about enabling successful decision making through high quality business intelligence and have a strong track record promoting Business Intelligence across the enterprise.Because of my unique combination of technical expertise and exceptional interpersonal skills, I am uniquely qualified to successfully communicate with highly technical individuals as well as business users, and executives. I am skilled in the following areas:• Cognos Business Intelligence (Cognos 8, Cognos 10, Report Studio, Business Insight Advanced, Workspace Advanced, Workspace, Query Studio)• Spotfire• SQL• Training – curriculum development and delivery• Requirements gathering and documentation• Dashboards, scorecards, KPI reporting, board reporting• Business Intelligence advocate• Exceptional presentation skills• Outstanding interpersonal skills• MS Access• MS Excel• Varden, eReportal• Building successful business relationships• Establishing trustI have experience in the following data area:• Investment Data​: Securities, Holdings, Trading, Compliance, Risk, Performance, Derivatives, CFTC Reporting, Margin/Premium Reporting• Shareholder/Client Data​: Account type analysis, Shareholder activity, Compliance, Group Retirement Plans• Distribution/Sales Data​: Salesforce.com, CRM, Sales, Assets, Activities• Marketing: Varden-eReportal, Fulfillment literature, Institutional Investor Reporting• Operations/Transfer Agency: Workflow, Productivity, QualityAdditional Experience:• Banking Operations• Consultative Sales• Financial Analysis• Financial PlanningI am able to quickly establish trust and build relationships with business partners. I have a genuine interest in understanding individual needs and ensuring expectations are met and exceeded.

Experience

1. Director, Business Intelligence and Reporting

   Janus Henderson Investors

   Jan 2021 — Present

Education

• Regis University

  Finance, Finance

  1996 — 1999

Skills

• Microsoft Excel
• Financial Services
• Strategic Planning
• Series 7
• Investments
• Change Management
• Series 6
• Requirements Gathering
• Business Process Improvement
• Requirements Analysis
• Securities
• Series 63
• Process Improvement
• Business Intelligence
• Strategic Financial Planning
• Business Analysis
• Data Analysis
• Financial Planning
• Cognos
• Access
• Financial Analysis
• Banking
• Mutual Funds
• Risk Management
• Analysis
• Budgets
• Forecasting
• Finance
• Financial Modeling