Joshua Tricia Diaz, CFA
Accounting / Finance
Social Networks
Services offered
Highly qualified and result-oriented professional with over 6 years of extensive experience in advisory, consultancy, and investment banking. Equipped with proven records of handling deal works for financial advisory, mergers and acquisitions, and capital market transactions including bond offering, corporate notes issuance, private equity placement, and initial public offering. Experienced in client engagements involving customary due diligence, financial modelling and valuation, development of comprehensive information memoranda, marketing, and transaction documentation with clients from various industries such as cement, financial services, healthcare, logistics, power, real estate, and retail.
Experience
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.
Education
Master of Science in Finance
- Simon Fraser University, Beedie School of Business, Vancouver, Canada
- Expected Dec 2023
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