Our culture
is defined by the level of commitment and drive our talented team delivers day-in and day-out. At Post, I can tackle a variety of new challenges and make a real contribution, such as implementing a new risk management process and system.
Joined September 2017
Post Advisory
is a well-established, credit-focused investment firm with a long history dating back more than 30 years of providing clients with high-touch service. Over the last 10 years, I have been able to build a meaningful career and a family with two daughters who are proud that their mom 'does math at work.'
Joined May 2013
After spending
several years in private equity investing — a different skillset and culture from public credit investing — I have found a rewarding career at Post with a great pace, diversity of work, and work/life balance.
Joined January 2013
I joined Post as CFO
to oversee the accounting and finance aspects of the business, but the best part of the job has been the ability to collaborate with every department in the firm.
Joined October 2011
I joined Post
because I wanted a small firm with big opportunities, a firm with a "startup" mentality with an established track record and strong reputation. There are so many strong female leaders, role models and mentors here to help me grow in my career.
joined august 2022
Join Our Winning Team
At Post Advisory Group, we take great pride in our team. We believe a high-performing culture of connectedness through purpose and authenticity attracts and retains top talent. That is why we have intentionally created and cultivate a culture and collaborative work environment where everyone's opinions matter, and everyone is treated fairly and respectfully.
We have a deep understanding of the value of a diverse workforce and celebrate everybody's unique backgrounds and experiences.
We are proud that more than thirty percent of the positions in our company are held by women and forty percent by minorities.
>40%Women
>50%Minorities
Employees at Post are aligned in our mission and share our values: To deliver clients customized investment solutions, strong performance, and high-touch service while maintaining a culture of integrity, transparency, and professionalism.
Our Values
All of us at Post are proud of our high-performing and highly accountable culture, where every employee plays an integral role in contributing to our mission and shares our core values:
- Client-Centered Focus: Our clients' best interests are at the heart of all we do.
- Bespoke Approach: Our boutique model enables us to offer our clients personalized service, customized investment solutions, and access to senior investment professionals.
- Inventiveness: Together we find the "can" in cannot.
- Relationships: Collaboration is essential to our long-term success externally with clients and internally with our colleagues.
- Accountability: Integrity and transparency are the foundation on which our firm was built.
- Diversity: We are united and strengthened by our diversity of thought, experiences, and backgrounds.
A Culture of Accountability, Results and Client Orientation
We believe our relentless focus on our clients fosters an entrepreneurial environment characterized by open dialogue, results orientation, and accountability. Post is a place where performance is rewarded and where our people can have ownership of their careers. With about 50 team members, Post has a relatively flat management structure and limited bureaucracy, so our people can focus on the work they love and not corporate politics or red tape. We have a long history of promoting from within and offering the opportunity to rotate to different parts of our business.
Our Benefits Offering
Our competitive benefits program is an extension of our corporate culture and commitment to our employees. Key benefits we provide include:
Financial
Benefits
- Life insurance
- 401(k) with employer matching contributions
- Employer-paid insurance plans
- Employee stock purchase plan
- Flexible spending accounts
Healthcare
Benefits
- Medical insurance
- Short-term and longterm disability insurance
- AD&D insurance
- Health savings accounts
Remote
Work Options
- Work from home flexibility
Paid
Time Off
- 12 company-paid holidays
- Flexible time off (combined vacation + sick time)
- Maternity & paternity leave programs
- Family and medical leave programs
Professional
Development
- Tuition reimbursement for professional development certificates
- On-demand learning, training, and development programs
- Lunch and learns
Making an Impact in Our Community
We believe it is important to have a culture of giving back. We periodically organize firm activities in support of our local community.
Post team volunteering at the Los Angeles Regional Food Bank – November 2022
Post Advisory's sponsorship of Out in Finance, an organization that unites individuals across the financial services industry to drive LGBTQ+ inclusion and equality, is another example of our firm's values-driven community engagement.
Join Us
If you are looking for a job opportunity, we'd love to hear from you. You can submit your resume and cover letter below.
Send Your Resume HereSenior Compliance Associate
As a member of Compliance at Post Advisory Group, the incumbent will be an integral member of the Compliance team ensuring that we maintain our compliance culture, that we meet regulatory requirements, and that we provide assurances for our clients that Post conducts its business in a manner that incorporates best practices and with the utmost integrity.
Release: April 25, 2024
HR Contact: recruiting@postadvisory.com
JOB PURPOSE
As a member of Compliance at Post Advisory Group, the incumbent will be an integral member of the Compliance team ensuring that we maintain our compliance culture, that we meet regulatory requirements, and that we provide assurances for our clients that Post conducts its business in a manner that incorporates best practices and with the utmost integrity.
Reporting to the CCO, the Senior Compliance Associate collaborates with various Post constituencies across the platform inclusive of Post affiliates. The role’s primary focus is on compliance testing, regulatory filings, trading compliance, AML reporting, and generally working to support the overall compliance program.
ESSENTIAL FUNCTIONS
- Completion of regulatory filings, including but not limited to Form ADV, Form D and Form PF
- Ensuring overall compliance with the Investment Advisors Act
- Participation in compliance testing, including transactional, periodic and forensic testing of compliance policies and procedures
- Monitor investment and trading activity through Post’s OMS system (Charles River Development), ensuring trading conducted according to investment guidelines (back up for team)
- Oversight of AML questionnaires and inquiries from clients, stakeholders and regulators
- Responsible for KYC, OFAC and related questions and questionnaires
- Chaperoning Expert Network calls
- Support the administering of Post’s compliance policies, including the Code of Ethics; Gifts & Entertainment Policy, and Pay-to-Play Policy
- Oversight of service providers, as it pertains to vendor compliance management
- Maintain compliance calendar
- Conduct best execution reviews and meetings
REQUIREMENTS
- Bachelor’s degree, minimum of 5 years relevant experience
- Knowledge and experience with SEC regulations and laws; knowledge and experience with EU, UK or other international regulations a plus
- Familiarity with Charles River Development and FIS Protegent a plus
- Effective communicator, both written and verbal, as well as highly developed interpersonal skills
- Strong attention to detail, highly organized and resourceful problem solver
- Intellectual curiosity
- Comfortable in a fast-paced environment, ability to multi-task, and excellent follow up skills
- Confidentiality, discretion, integrity and diplomacy
REPORTING RELATIONSHIPS
This job reports to: CCO of Post Advisory Group
Direct Reports: None
COMPENSATION
We offer a competitive salary dependent on skill set and experience. This position includes an annual discretionary bonus tied to both firm performance and employee performance.
Post Advisory Group offers a number of additional benefits including medical insurance, dental insurance and vision insurance, 401k program, basic life insurance, plus a hybrid work environment.
Credit Analyst
Conduct investment analysis including industry, company, and security analysis on assigned industries and maintain expert knowledge of relative value within and across those industries for Post Advisory Group. This includes maintaining credit rating, outlook and relative value assessments of all current holdings within assigned industries. Make buy, sell and hold recommendations to assist in meeting client investment needs. Provide accurate and timely research to portfolio managers and others as needed.
Release: October 24, 2023
HR Contact: recruiting@postadvisory.com
JOB PURPOSE
Conduct investment analysis including industry, company, and security analysis on assigned industries and maintain expert knowledge of relative value within and across those industries for Post Advisory Group. This includes maintaining credit rating, outlook and relative value assessments of all current holdings within assigned industries. Make buy, sell and hold recommendations to assist in meeting client investment needs. Provide accurate and timely research to portfolio managers and others as needed.
ESSENTIAL FUNCTIONS
- Research: Conduct high yield and leveraged loan fixed income research on assigned industries and maintain expert knowledge of relative value within and across those industries. Make buy, sell and hold recommendations to assist in meeting client investment needs. Present recommendations to Portfolio Managers and follow the investment approval process. Proactively pursue developments and opportunities for new products, clients and investment structures and/or types; recommend creative ideas and solutions as appropriate.
- Industry Knowledge And Contacts. Maintain expert knowledge on assigned industries. Keep abreast of general economic and financial market trends. Proactively develop, foster and maintain positive relationships with a wide network of buy-side and sell-side analysts as well as other industry contacts to insure constant flow of up-to-the minute information.
- Portfolio Monitoring. Maintain credit rating, outlook and relative value assessments of all current holdings within assigned industries. Ensure this information is kept current at all times and proactively inform Portfolio Managers of significant developments across all assigned industries and current holdings.
- Projects. Perform other job-related duties or special projects as required.
REQUIREMENTS
Bachelor’s degree required with emphasis in finance, economics or accounting. At least 5 years of relevant buy-side / sell-side work experience required. High yield and leveraged loan experience preferred. Previous experience covering chemicals, energy, healthcare, industrials or metals & mining strongly preferred. Proven industry expertise and excellent time management skills are necessary. Strong verbal and written communication skills are essential. Ability to operate effectively with a very high level of autonomy and self-direction is a must.
Success in this position requires the ability to make effective, well-informed decisions and recommendations in a highly time-sensitive environment, often with incomplete and/or contradictory information. Must have a high level of self-initiative and be comfortable taking educated risks.
This position may be subject to SEC restrictions on personal political contributions.
REPORTING RELATIONSHIPS
This job reports to: CIO of Post Advisory Group
Direct Reports: None