Joshua Tricia Diaz, CFA

Venture Capital Specialist (Contract)

• TGVP, California, USA (Mar 2023 - Present)
• Conducts comprehensive financial analysis and valuation for prospective startup investments, aligning with the firm's venture capital objectives.

Portfolio Manager, Canadian Equities and ESG

• SFU Student Investment Advisory Service (SIAS), Vancouver, Canada (Dec 2022 - Present)
• Manages a CA$ 23M portfolio, collaborates with other portfolio managers to determine asset allocation, and provides strategic insights to clients. Also, supervises a team of twelve analysts.

Investment Banking Associate

• BPI Capital Corporation, Makati City, Philippines (Jun 2020 - Jul 2022)
• Executes end-to-end deal processes, including due diligence, financial model creation, valuation analysis, and negotiation. Leads investor presentations and coordinates with multidisciplinary teams.

Investment Banking Associate

• GIV Capital Holdings Corp, Makati City, Philippines (Oct 2018 - Mar 2020)
• Played a pivotal role in deal origination and execution, involving financial modeling, valuation analysis, industry research, due diligence, and transaction documentation preparation.

Investment Banking Analyst

• Investment & Capital Corporation of the Philippines, Makati City, Philippines (Jan - Oct 2018)
• Focused on financial modeling, financial and valuation analysis, and the creation of information memoranda and pitch materials.

Associate to Senior Associate, Financial Services Risk Management

• Ernst & Young Philippines (SGV & Co.), Makati City, Philippines (Dec 2015 - Jan 2018)
• Evaluated business processes, internal controls, and cost methodology frameworks. Led and participated in consultancy engagements related to IFRS 9 expected credit loss.

Master of Science in Finance

• Simon Fraser University, Beedie School of Business, Vancouver, Canada
• Expected Dec 2023