Derek Noel Email & Phone Number

Chicago, Illinois, United States

The Associate Director of Fixed Income is a key Fixed Income Trading team member. One of Cresset's many services involves managing portfolios for individuals/families, and their related businesses or charitable entities. Responsibilities include:- Provide expertise on US fixed-income markets to advisors- Accurate and timely allocation of executed trades within the OMS- Verify prior-day trades for accuracy and resolve discrepancies- Problem-solve and quickly correct… Show more The Associate Director of Fixed Income is a key Fixed Income Trading team member. One of Cresset's many services involves managing portfolios for individuals/families, and their related businesses or charitable entities. Responsibilities include:- Provide expertise on US fixed-income markets to advisors- Accurate and timely allocation of executed trades within the OMS- Verify prior-day trades for accuracy and resolve discrepancies- Problem-solve and quickly correct trade issues or errors to minimize market risk - Provide expertise on portfolio construction with trade idea generation- Oversee data management of CUSIPS, pricing, and security ratings- Lead the development and monitoring of department controls and compliance reporting In addition to these core responsibilities, the Associate Director, Fixed Income plays a key role in leading and supporting key Fixed Income trading functions including execution, trade resolution, portfolio construction, trade idea generation, performance reporting, ad hoc projects, and other efforts at the department and firm level. "Cresset refers to Cresset Capital Management, CP Parent, LLC, and their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC-registered investment advisors." Show less

Elk Grove Village, Illinois, United States

The investment Portfolio Manager will manage the Company's investment portfolio. Responsible for sourcing new investments and monitoring the performance of the Company's investment portfolio within policy guidelines approved by the Board of DirectorsPosition Functions:- Actively manage the Company's investment portfolio of fixed-income securities such as Treasuries, Agencies, Municipal Bonds, Mortgage Backed Securities, Collateralized Mortgage Obligations, Commercial Mortgage Backed… Show more The investment Portfolio Manager will manage the Company's investment portfolio. Responsible for sourcing new investments and monitoring the performance of the Company's investment portfolio within policy guidelines approved by the Board of DirectorsPosition Functions:- Actively manage the Company's investment portfolio of fixed-income securities such as Treasuries, Agencies, Municipal Bonds, Mortgage Backed Securities, Collateralized Mortgage Obligations, Commercial Mortgage Backed Securities, Corporate Bonds, and Bank Subordinated Debt- Develop investment strategies that ensure the Bank's portfolio stays within duration parameters set forth by Senior Management and the Board of Directors- Prepare and analyze recurring and ad hoc reports as requested by Senior Management or Investment Committee- Monitor asset allocation, investment performance, and market conditions that may impact the investment portfolio - Stay up to date with news, market fluctuations, and trends and report findings to the Investment Committee- Conduct regular reviews of investment performance and communicate findings to the Bank's ALCO and Investment Committee Show less

Greater Chicago Area

Provided comprehensive fixed-income investment solutions to banks, trust companies, money managers, financial institutions, foundations, and endowments with assets between $150 million to $2 billion or more.Additional Functions:- Robust apprentice-like training with world-class traders and analysts covering areas such as Municipal Bonds (taxable and exempt), Agencies, Mortgage Bonds, Corporate and High Yield Bonds, Preferred Stock, and Subordinated Debt- Experienced the… Show more Provided comprehensive fixed-income investment solutions to banks, trust companies, money managers, financial institutions, foundations, and endowments with assets between $150 million to $2 billion or more.Additional Functions:- Robust apprentice-like training with world-class traders and analysts covering areas such as Municipal Bonds (taxable and exempt), Agencies, Mortgage Bonds, Corporate and High Yield Bonds, Preferred Stock, and Subordinated Debt- Experienced the process of issuing new securities in both negotiated and competitive formats- Worked to build a book of business within a geographic region- Energetically serviced clients by showing securities or providing analytics and research pertinent to their organizations' investment parameters- Trained in institutional portfolio management from an experienced team of strategists and analysts Show less

Aurora

Coached 12U and 13U Travel Baseball

Communications Studies / Professional Sales Certificate

Activities and Societies: Phi Sigma Kappa, Pi Pentaton Chapter

Education record