Jim Metaxas Email & Phone Number

Sydney, New South Wales, Australia

As Managing Director and Global Head of Sales, I am responsible for TAO Solutions global sales effort involving structured finance, securitisation, covered bonds and ABCP conduit administration software solutions. This includes greenfield business development, all pre-sale activities, relationship management, contractual negotiations, implementation oversight and go-live point of contact.TAO Solutions is a world leader in automated, structured finance, securitisation, covered bonds and… Show more As Managing Director and Global Head of Sales, I am responsible for TAO Solutions global sales effort involving structured finance, securitisation, covered bonds and ABCP conduit administration software solutions. This includes greenfield business development, all pre-sale activities, relationship management, contractual negotiations, implementation oversight and go-live point of contact.TAO Solutions is a world leader in automated, structured finance, securitisation, covered bonds and asset-backed commercial paper software-as-a-service solutions for the financial services industry. Our business model is unique, whereby we have successfully provided a tier 1 bank, regulatory supported software solution that works for all market participants at a price point that removes the need to adopt bespoke internal solutions. Our securitisation software caters for the various user groups providing industry best practices, addressing complex regulatory and operational needs, producing best in class operational efficiencies and risk management protocols for our customers. TAO Solutions currently supports 10% of the world's top global banks and has more than $1 trillion in assets administered by its technologies. The Asia Pacific headquarters is located in Sydney, Australia and the business is SOC 2 Type 2 and ISO 27001 accredited and is a Gold Microsoft Certified Partner. to outsource or develop internal systems that remain capital intensive, inefficient and subject to operational and cyber security threats. Our customers include (i) tier 1 bank originators / issers; lenders in their capacity as warehouse / ABCP conduit provider; trustees / custodians; investors of private transactions (warehouse or whole loan); and regulators (addressing the needs of a data repository and compliance assessment tool). Show less

Sydney, Australia

Founder and Board Member of TAO Solutions Australia Pty Ltd. Responsible for executive management of Asia Pacific operations.

Sydney, Australia

Domain covers business development, strategy, client coverage and advisory in respect of Moody's Structured Finance business (both issuer and investor) spanning the Oceania / South-East Asian region. With an extensive senior executive network and client base within the bank, non-bank, fintech as well as funds and institutional investor markets.

United States And Australia

Consultant / Managing Director in respect of a fintech venture involving the major US banks in relation to the development and launch of a retail alternative trading system "ATS" for the Australasian marketplace. The transaction ended given a change of strategic direction from shareholders.

Sydney, Australia

NYSE listed global credit risk business. Second in charge of the Asia Pacific business and based in Sydney Australia. Responsible for co-creating a US$10bn book of business from zero start (via organic growth and acquisition). As Asia Pacific Head of Sales, Originations and Credit (effectively COO), I was responsible for business development; relationship management; credit and transaction assessment, presentation, structuring and execution; portfolio management and remediation;… Show more NYSE listed global credit risk business. Second in charge of the Asia Pacific business and based in Sydney Australia. Responsible for co-creating a US$10bn book of business from zero start (via organic growth and acquisition). As Asia Pacific Head of Sales, Originations and Credit (effectively COO), I was responsible for business development; relationship management; credit and transaction assessment, presentation, structuring and execution; portfolio management and remediation; banker, issuer and investor relations; staff management / business unit performance.Transactions include: structured finance (all asset classes), DCM, project finance; infrastructure; PPP (both brownfield and greenfield); renewable energy and public finance and providing capital and credit enhancement towards transactions on behalf of banks and insurance companies. The role enabled the establishment of a sound network throughout Australia and Asia Pacific. Assured Guaranty closed its Sydney Asia Pacific headquarters in March 2015 due to a restructure and relocation of its book of business to the US. Show less

Sydney, Australia

Responsible for the origination, portfolio management, DCM of both institutional and structured finance clients. Structured finance includes warehousing and debt capital markets term deal execution. Asset classes include RMBS and ABS. Also managed the Waratah ABS conduit with aggregate $9bn in exposure Clients include financial institutions, credit unions and non-bank originators.

Sydney, Australia

Worked for Mark Burrows to obtain investment banking credentials. Responsible for transaction management across multiple industries - Financial Institutions, Consumer Goods and Insurance.Mergers & acquisitions, corporate advisory, joint ventures, valuations, due diligence and trade sales Clients include financial institutions, superannuation funds, insurance, government, industrialResponsible for origination, transaction management and execution of complex… Show more Worked for Mark Burrows to obtain investment banking credentials. Responsible for transaction management across multiple industries - Financial Institutions, Consumer Goods and Insurance.Mergers & acquisitions, corporate advisory, joint ventures, valuations, due diligence and trade sales Clients include financial institutions, superannuation funds, insurance, government, industrialResponsible for origination, transaction management and execution of complex transactionsLargest transaction executed was the NAB / MLC acquisition and also the ING / ANZ funds management and life insurance joint venture Show less

Perth, Australia

Corporate Valuations, Independent Expert Reports, Due Diligence, Financial Modelling

Banking, Corporate, Finance, And Securities Law

Financial Advisory Compliance, Banking And Financial Support Services

Graduate Certificate, Applied Finance And Investment

Bachelor’S Degree, Accounting And Business Law