Michael Bjelic 🔷 Head Of Private Asset Finance Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

✅ Leveraging on a colourful career in private fixed-income investment – handpicked to direct the corporate credit and private asset investment teams in managing $13B of invested assets and $2B of investment volume originated annually. Managed direct corporate credit and private asset finance divisions, including capital markets and private placement transactions.👉 Optimized asset performance and enhanced portfolio diversification by sourcing, analyzing, and processing private… Show more ✅ Leveraging on a colourful career in private fixed-income investment – handpicked to direct the corporate credit and private asset investment teams in managing $13B of invested assets and $2B of investment volume originated annually. Managed direct corporate credit and private asset finance divisions, including capital markets and private placement transactions.👉 Optimized asset performance and enhanced portfolio diversification by sourcing, analyzing, and processing private fixed-income transactions (corporate credit & real estate).👉 Drove efficiencies by collaborating cross-functionally with internal counterparties, including investment operations and trade support teams, portfolio strategies and management, internal legal counsel, and investment accounting & treasury.👉 Led, inspired, and motivated the investment team to drive growth, consistently setting performance records, and surpassing market return averages.👉 Elevated client satisfaction and built long-term investment relationships by negotiating private placement transactions.👉 Grew firm market shares, closed high-value deals, and boosted profitability by governing the end-to-end process of capital markets and private placement transactions, including due diligence, strategic planning, financial analysis, and negotiations.Key Impact ✨👇📌 Increased investor confidence and earned new investments by representing Sun Life at external conferences, investor meetings, capital fundraising initiatives, and events. Accelerated revenue generation by cultivating and nurturing relationships with institutional investors, stakeholders, and potential clients to source private placement opportunities.📌 Achieved significant growth in Assets Under Management Show less

Toronto, Canada Area

✅ Selected to create, analyze, and recommend new private fixed-income investment opportunities to the management team. Oversaw designated investment portfolios and strategies – complex transactions. Reviewed, negotiated, and documented new investments with the global investment community, corporate borrowers, investment sponsors and legal counsel.👉 Expanded the corporate investment portfolio, enhanced market positioning, and drove substantial revenue growth by independently developing,… Show more ✅ Selected to create, analyze, and recommend new private fixed-income investment opportunities to the management team. Oversaw designated investment portfolios and strategies – complex transactions. Reviewed, negotiated, and documented new investments with the global investment community, corporate borrowers, investment sponsors and legal counsel.👉 Expanded the corporate investment portfolio, enhanced market positioning, and drove substantial revenue growth by independently developing, negotiating, and closing complex lending agreements & contracts with targeted borrowers.👉 Developed high-performing teams and spearheaded direct reports to ensure compliance with Sun Life's investment standards, driving performance management and enhancing team expertise through training and motivation.👉 Augmented company return on investment (ROI) by defending Sun Life’s interest, including restructuring underperforming investment holdings and directing third-party consultants (legal counsel and work-out professionals).Key Impact ✨👇📌 Mentored team members in the department to support skill set development. Shared analytical knowledge and provided training in business development & communication, contract negotiation, and conflict resolution. Show less

Toronto, Ontario, Canada

✅ Tapped to identify and acquire private fixed-income investment opportunities by building and maintaining strong relationships with the investment community. Made strategic investment recommendations using the results from due diligence and analysis. Established risk assessment processes to analyze and mitigate financial & operational risks associated with portfolios.👉 Orchestrated contract negotiations and maintenance of transaction-related legal documentation, ensuring regulatory… Show more ✅ Tapped to identify and acquire private fixed-income investment opportunities by building and maintaining strong relationships with the investment community. Made strategic investment recommendations using the results from due diligence and analysis. Established risk assessment processes to analyze and mitigate financial & operational risks associated with portfolios.👉 Orchestrated contract negotiations and maintenance of transaction-related legal documentation, ensuring regulatory compliance, mitigating investment risks, closing high-value deals, and driving investment portfolio growth & expansion.👉 Led junior investment staff's training and professional development, enhancing team capabilities, expertise, and skill set.👉 Formulated and executed investment origination strategies to drive growth and compliance across all managed funds.Key Impact ✨👇📌 Managed individual holding within the assigned portfolio, including ongoing portfolio credit research and analysis to optimize performance. 📌 Reviewed and approved annual reviews, rating changes, and responses to requests to amend existing loan agreements, ensuring compliance with industry regulations and maintaining portfolio integrity. Show less

Toronto, Ontario, Canada

✅ Promoted to structure, underwrite, and document private fixed-income investment opportunities. Governed investment portfolios to maximize returns, including analyzing market trends, making investment decisions, and adjusting strategies based on performance and market conditions. Introduced risk management protocols to protect the company’s investments.👉 Assessed and structured new investment opportunities; analyzed potential risks & returns; and communicated transaction details… Show more ✅ Promoted to structure, underwrite, and document private fixed-income investment opportunities. Governed investment portfolios to maximize returns, including analyzing market trends, making investment decisions, and adjusting strategies based on performance and market conditions. Introduced risk management protocols to protect the company’s investments.👉 Assessed and structured new investment opportunities; analyzed potential risks & returns; and communicated transaction details, including strategic benefits and financial impacts, to senior management and key stakeholders. 👉 Enhanced Sun Life's market presence and awareness by establishing and nurturing relationships with sponsors, clients, and financial institutions, increasing business opportunities and improving corporate reputation.Key Impact ✨👇📌 Ensured adherence to all internal & external regulatory policies and guidelines, maintaining compliance. Show less

Toronto, Ontario, Canada

✅ Brought on board to oversee private fixed-income investment portfolio – transaction structuring and negotiation of term sheets & transaction documents. Developed and implemented investment strategies that align with the company's objectives and risk tolerance by evaluating investment performance against benchmarks, client expectations, and market trends.👉 Exceeded market benchmarks and increased portfolio returns for key managed funds by defining investment… Show more ✅ Brought on board to oversee private fixed-income investment portfolio – transaction structuring and negotiation of term sheets & transaction documents. Developed and implemented investment strategies that align with the company's objectives and risk tolerance by evaluating investment performance against benchmarks, client expectations, and market trends.👉 Exceeded market benchmarks and increased portfolio returns for key managed funds by defining investment strategies.👉 Conducted due diligence and assessed transaction documents to identify the strategic rationale for the investment, outlining economic terms, governance details, and risk mitigation strategies, supporting leadership decision-making.Key Impact ✨👇📌 Enabled the firm to capitalize on emerging investment opportunities by providing market research & analysis. Show less