Making Notes

"It’s nice to talk to someone who worked in the industry. So many headhunters have no idea what I actually do."

Former Head of Equity Capital Markets (Canada) for a Top-3 European investment bank

 
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OUR EXPERTISE

Recruitment can appear to be easy, but effective, value-added recruitment is hard.

 

It takes time-management, project management, a genuine interest in people and their stories, creative research and sourcing, and the ability to listen more than you talk. It takes the ability to professionally represent your client - and credibility within your industry, so that the best candidates will respond to your outreach regarding opportunities. Within the complex world of financial services, it's that much harder to have that credibility if you haven't spent meaningful time in the seats.

It also takes an ability to anticipate outcomes and be attuned to red flags. That ability is learned through experience, through having dealt with the twists and turns of a multitude of searches, and the unpredictability of market events and its impact on the candidate pool.

It takes years to become an expert, in both financial services and in recruitment. Newey & Co. has invested decades and several market cycles in both, and is keen to put that expertise to work for you as you build your Canadian financial services team. 

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OUR APPROACH

Click below for an infographic on our approach to your search.

 
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TESTIMONIALS

We understand that you have choices when selecting a recruitment specialist, including whether to use a recruiter at all. If you are new to Newey & Co., we invite you to review these experiences, shared by other financial services professionals who have worked with our experts.

 

Lisa stands out as an exceptional talent in the recruiting world.  Lisa is simply different.  She invests the time up front to listen and truly understand our needs and objectives, and her conscientious approach allows her to deliver differentiated, value-added solutions.  With Lisa it is not about one assignment or transaction; she is truly committed to establishing the long-term trusting relationship.  Lisa is always my first call.

Head of Investment Banking, Canada for a US-headquartered Broker/Dealer

I engaged with Lisa Newey several times during my role as Chief Talent Officer. Lisa's approach with clients is like no other - she truly listens to understand the role, the team and the organizational culture to ensure the best candidate for our culture. Through Lisa's partnership, we secured a new Sales leader who was a fantastic fit and net-culture add from Day 1. I trust Lisa's advice and her ability to deliver, even in the most challenging of market cycles. Thank you, Lisa.

Chief Talent Officer for an Independent Full-service Investment Bank

“Lisa is an engaged and dedicated executive search professional who ensures client satisfaction and represents her client in a highly professional manner in dealing with the talent market. I would endorse her to anyone who is seeking to recruit senior leaders to their organization.”

Managing Director & Head of Executive Sourcing for a Big-Four Professional Services Firm

"We have enjoyed working with you over the last couple of months and look forward to working together in the future. Thank you again for all your hard work and time that you dedicated to us."

Human Resources Lead for a Canadian Securities Exchange

“Having worked with a multitude of recruitment professionals globally, I can confidently say Lisa is one of the best, if not the best, search professionals I have ever had the privilege of partnering with. Not only is Lisa’s industry knowledge second to none, it is also important to acknowledge Lisa’s ability to forge deep and long lasting client relationships. Lisa consistently goes above and beyond for all of her clients and is a true brand ambassador for her clients in the market place. Lisa is very much a trusted partner and advisor to her clients with a consistent passion for delivering the highest quality service across the entire life cycle of each recruitment process. I have witnessed first hand Lisa’s quality of work, and I would highly recommend her as an industry leading recruitment partner. “

Former Recruitment Relationship Manager with a Top-5 European-headquartered multinational bank

Lisa recruited me to my current role overseeing investments and working closely with, and reporting directly to, the President & CEO of [the company]. When Lisa initially contacted me, I was on a progressive career path with a global professional service firm. Lisa did an excellent job of representing her client, and the potential opportunity in a compelling and thorough, but transparent, way and, opened the door to a challenging new direction for me. Throughout the process, she was respectful, responsive and provided realistic advice. I am currently in my fifth year with [the company] and the role continues to present rewarding opportunities. I would highly recommend Lisa to potential clients who are seeking high-quality financial services executives and to potential candidates.

Vice President, Investments for one of Canada’s largest financial holding companies

"Working with Lisa was a delight."

Product Manager, Alternative Investments for a Canadian Big-Five Bank

"Thank you for making the hiring process feel effortless from my perspective...We're really happy..."

Legal & Compliance Team of a Mid-sized Alternative Asset Manager

QUICK FACTS

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SELECTED SEARCH EXPERIENCE

Newey & Co. is uniquely qualified to make your financial markets recruitment project run as smoothly as possible. We are the only specialist boutique search firm in Canada to offer a combination of 15 years of capital markets expertise, and over a decade of recruitment experience on every search. As a client, you will be represented by a credible, knowledgeable and diligent team that understands the role - and employs gold-standard recruitment practices.

 

With over 150 financial services searches to our credit, across both the buy-side and sell-side, at all levels, we are seasoned specialists with your best interests in mind.  

 

ASSET MANAGEMENT

  • CHIEF COMPLIANCE OFFICER for an Alternative Asset Manager

  • SENIOR VICE PRESIDENT, INSTITUTIONAL SALES for a Large U.S.-based Investment Manager

  • SENIOR PORTFOLIO MANAGER, INCOME FUNDS for a Mid-sized Asset Manager

  • SENIOR PORTFOLIO MANAGER, FIXED INCOME for a Leading Asset Manager

  • MANAGING DIRECTOR, CANADA for a U.S.-based Asset Manager

  • SENIOR INVESTMENT DIRECTOR, FIXED INCOME for a Top-Three Canadian Fund Manager

  • SENIOR INVESTMENT DIRECTOR, MULTI-ASSET for a Major Canadian Investment Manager

  • HEAD OF INVESTMENT FINANCE for a Mid-sized Canadian Pension Fund

  • MANAGING DIRECTOR, EASTERN CANADA for a Boutique Ultra-High-Net-Worth Asset Manager

  • INSTITUTIONAL PORTFOLIO MANAGER, FIXED INCOME (CANADA) for a Top-10 U.S.-based Fund Manager

  • VICE PRESIDENT, FINANCE & OPERATIONS for a Private Debt Provider

  • VICE PRESIDENT, RELATIONSHIP INVESTING for a Top-10  Canadian Pension Fund

  • INSTITUTIONAL SALES MANAGER, CANADA for a Multinational Fund Manager

  • CLIENT RELATIONSHIP MANAGER, CANADA for a Major European Fund Manager

  • CLIENT PORTFOLIO MANAGER for a Mid-sized Private Wealth Firm

  • PORTFOLIO MANAGER, GLOBAL EQUITIES for a Canadian Asset Manager

  • INVESTMENT SPECIALIST, MULTI-ASSET for a Major UK-based Fund Manager

  • ASSOCIATE PORTFOLIO MANAGER for a Canadian Hedge Fund

  • CHIEF COMPLIANCE OFFICER for a Boutique Canadian Hedge Fund

  • CHIEF COMPLIANCE OFFICER for a Real-estate-focused Alternative Asset Manager

  • CHIEF COMPLIANCE OFFICER for a Mid-sized Asset Manager

  • MANAGER, INVESTMENT FINANCE for a Mid-sized Canadian Pension Fund

  • INVESTMENT ANALYST for a Mid-sized Canadian Asset Manager

  • MANAGER, INVESTMENTS for a Major Canadian Financial Holding Company

  • COMPLIANCE OFFICER for a Mid-sized Asset Manager

  • SENIOR BUYSIDE TRADER for a Leading High Net Worth Asset Manager

INSTITUTIONAL SALES/TRADING/RESEARCH

  • HEAD, SALES & TRADING for an Independent Broker/Dealer

  • SENIOR VICE PRESIDENT, INSTITUTIONAL SALES for a Large U.S.-based Investment Manager

  • VICE PRESIDENT, SALES TRADER  for an Electronic Trading Specialist Firm

  • VICE PRESIDENT, INSTITUTIONAL SALES  for an Electronic Trading Specialist Firm

  • VICE PRESIDENT, SALES, FIXED INCOME (LIQUIDITY) for a Multinational Full-service Bank 

  • SENIOR BUYSIDE TRADER for a Leading High Net Worth Asset Manager

  • EQUITY SALES TRADER, NORTH AMERICA for an International Agency-Trading Firm

  • VICE PRESIDENT, EQUITY DERIVATIVE SALES for a Multinational Investment Bank

  • SENIOR INVESTMENT ANALYST, EMERGING MARKETS (CHINA) for a Mid-sized Asset Manager

  • MACRO ANALYST, MULTI-ASSET TEAM for a Top-3 Canadian Fund Manager

  • FINANCIAL ANALYST, MEDICAL TECHNOLOGIES for a Specialist Healthcare Investment Manager

  • JUNIOR EQUITY RESEARCH ANALYST for a Boutique Canadian Hedge Fund

  • INSTITUTIONAL SALES ASSISTANT for an Independent Broker/Dealer

COMPLIANCE & RISK MANAGEMENT

  • CHIEF COMPLIANCE OFFICER for an Alternative Asset Manager

  • GLOBAL CHIEF PRIVACY OFFICER for a Big-Five Canadian Bank

  • CHIEF RISK OFFICER for a Mid-sized Canadian Bank

  • COUNTRY ANTI-FINANCIAL CRIMES OFFICER, CANADA for a Top European Bank 

  • VICE PRESIDENT, CORPORATE OFFICE COMPLIANCE for a Big-Five Canadian Bank

  • DIRECTOR, COMPLIANCE for a Mid-sized Asset Manager

  • CHIEF COMPLIANCE OFFICER for an Established Wealth Manager

  • CHIEF COMPLIANCE OFFICER, RETAIL BANKING for a Big-Five Canadian Bank

  • CHIEF COMPLIANCE OFFICER, CONSUMER COMPLIANCE for a Big-Five Canadian Bank

  • CHIEF COMPLIANCE OFFICER for a Full-service, Independent Securities Dealer 

  • CHIEF COMPLIANCE OFFICER for a Boutique Canadian Hedge Fund

  • CHIEF COMPLIANCE OFFICER for a Real-Estate-focused Alternative Asset Manager

  • CHIEF COMPLIANCE OFFICER for a Mid-sized Asset Manager

  • CHIEF COMPLIANCE OFFICER for a Mid-sized Fixed Income Asset Manager

  • MANAGER OF RISK & AUDIT for a Mid-sized Canadian Pension Fund

  • ASSOCIATE DIRECTOR, COMPLIANCE for an Alternative Asset Manager

  • COMPLIANCE OFFICER for a Mid-sized Asset Manager

LEADERSHIP ROLES

  • PRESIDENT & CHIEF EXECUTIVE OFFICER for a Canadian Financial Self-Regulatory Body

  • CHIEF EXECUTIVE OFFICER for a Mid-sized Schedule I Canadian Bank

  • CHIEF FINANCIAL OFFICER for a Large Canadian Corporation

  • CHIEF FINANCIAL OFFICER, US/CANADA for a Large U.S.-based Insurance Company 

  • CHIEF OPERATING OFFICER for an Institutional Trading Specialist 

  • CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER For a Private Equity Firm

  • GLOBAL CHIEF PRIVACY OFFICER for a Big-Five Canadian Bank

  • CHIEF INFORMATION OFFICER for a Canadian Financial Self-Regulatory Body

  • CHIEF INFORMATION OFFICER for a Canadian Financial Self-Regulatory Body

  • CHIEF INFORMATION OFFICER for a Financial Administration and Technology Services Firm

  • MANAGING DIRECTOR for a Financial Industry Advocacy Organization

  • MANAGING DIRECTOR, CANADA for a U.S.-based Asset Manager

  • MANAGING DIRECTOR, EASTERN CANADA for a Boutique Ultra-High-Net-Worth Asset Manager

  • HEAD OF INVESTMENT FINANCE for a Mid-sized Canadian Pension Fund

  • CHIEF COMPLIANCE OFFICER for an Alternative Asset Manager

  • CHIEF COMPLIANCE OFFICER, RETAIL BANKING for a Big-Five Canadian Bank

  • PRESIDENT, SECURITIES DIVISION for a Mining-focused Boutique 

INVESTMENT BANKING & PRIVATE INVESTMENT

  • CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER For a Private Equity Firm

  • HEAD OF INVESTMENT BANKING for a Mining-focused Investment Firm

  • DIRECTOR, INVESTMENT BANKING, ENERGY for a Big-Five Canadian Bank

  • DIRECTOR, INVESTMENT BANKING, FIG for a Big-Five Canadian Bank

  • VICE PRESIDENT, BUSINESS DEVELOPMENT & ORIGINATION for a Mid-sized Canadian Private Equity Firm

  • SENIOR PRINCIPAL, PRIVATE INVESTMENTS, NATURAL RESOURCES for a Top-three Canadian Pension Fund

  • ASSOCIATE, INVESTMENT BANKING, ENERGY for a Big-Five Canadian Bank

  • ANALYST, PRIVATE EQUITY for a Private Equity Firm

  • INVESTMENT ASSOCIATE for a Private Debt Issuer

  • ANALYST & ASSOCIATE ROLES for a variety of independent and bank-owned investment banks

REGULATORY, MARKETPLACES,
SERVICE PROVIDERS & OPERATIONS

  • CHIEF INFORMATION OFFICER for a Big-Five Canadian Bank

  • CHIEF INFORMATION OFFICER for a Canadian Financial Self-Regulatory Body

  • CHIEF INFORMATION OFFICER for a Financial Administration and Technology Services Firm

  • HEAD, LENDING OPERATIONS for a Big-Five Canadian Bank

  • VICE PRESIDENT, CREDIT CARD OPERATIONS for a Big-Five Canadian Bank

  • VICE PRESIDENT, PRODUCT OPERATIONS, P&C BANKING for a Big-Five Canadian Bank

  • VICE PRESIDENT, DIGITAL CHANNEL STRATEGY for a Big-Five Canadian Bank

  • VICE PRESIDENT, REGIONAL SALES for a Canadian Stock Exchange

  • SENIOR BUSINESS DEVELOPMENT MANAGER for a Canadian Stock Exchange

  • MANAGING DIRECTOR, AUDIT for a Big-Five Canadian Bank

  • MANAGING DIRECTOR, CORPORATE FINANCE for a Top-three Canadian Pension Fund

  • SENIOR MANAGER, CLIENT SERVICES for a Canadian Securities Exchange

  • MANAGER, INVESTMENT FINANCE for a Mid-sized Canadian Pension Fund

  • ASSOCIATE VICE PRESIDENT, FINANCE for a Multinational Investment Bank

  • SENIOR ASSOCIATE, INVESTMENT SERVICES for a Canadian-based, Multinational  Fund Services Firm

  • ASSOCIATE, INVESTMENT SERVICES for a Canadian Fund Services Leader

  • BUSINESS DEVELOPMENT LEADER, TRADING SOFTWARE for an Electronic Trading Service Provider