Joan-Diego Rodriguez

Co-Founder

RealAdvisor

Jun 2017 - Current (9 years 1 month)

Our mission at RealAdvisor is to make the real estate market more transparent and more efficient.

Head Of Portfolio Management

IAZI AG CIFI SA

Jan 2015 - May 2017 (2 years 5 months)

As the leader of the portfolio management department, my role was to help conceive, develop and sell software and data solutions to institutional real estate investors throughout Switzerland. Key achievements: - Increased revenues by 25% to 30% each year - Moved several legacy apps and paper reports to web-based SaaS solutions (IAZI Benchmark, IAZI real estate portfolio management system) - Conceived and launched IAZI Maps, a map-based data solution for investors and lenders - Conceived and launched the IAZI Real Estate awards, both as an excellence distinction to outstanding investors but also as powerful lead magnet tool for our benchmark and portfolio management business - Lead a team of 10 people, both on the business and engineering si

Assistant Manager - Corporate Finance

Deloitte

Sep 2013 - Dec 2014 (1 year 4 months)

Working with the business modeling team on building integrated financial models to support our clients in M&A transactions, investments, divestments, and strategic decisions.

Client Advisor

UBS

Nov 2006 - Sep 2009 (2 years 11 months)

As a part-time private client advisor in the outbound team for Western Switzerland, my role was to cold call leads in order to sell banking products and arrange appointments for client advisors in the local branches. During my 3 years there, I have contacted over 10'000 potential clients and converted hundreds of them. This student job taught me the importance of doing outreach, which has served me ever since.

Senior Associate - Banking Audit

Deloitte

Oct 2010 - Aug 2013 (2 years 11 months)

Financial audit of banks, mainly in the Swiss private banking industry. Major clients include Morgan Stanley, Société Générale, BBVA, Arab Bank, Dexia & Rosbank. Other clients in physical commodity trading and real estate.

Joan-Diego Rodriguez

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