Lucy Barrie
Special Project Coordinator @ Oberon Investments Ltd.
United Kingdom
London
Financial Services
Online Tutoring, Contractual Agreements, Compliance Implementation, Market Requirements Documents, Diary Management, Client Onboarding, Commissioned Art, Office Organizing, Operations Coordination, Problem Solving, Inter-departmental Coordination
Experience

Special Project Coordinator
· Trusted team member with progressive responsibilities spanning summer cover, remote academic-year work, and full-time work. · Produced Consumer Duty documentation (Target Market & Fair Value Assessments) for investment products, aligning content to policy templates and audit needs; coordinated inputs across Compliance and Investment Management. · Supported contract reviews and executed comparative analysis (e.g. EMI share option agreements, employment contracts). · Assisted with the onboarding process of 160+ clients under deadline pressure. · Collaborated with different teams to move work from draft to sign off under tight timelines, both in office and remotely.

Executive Assistant to Chief Executive Officer
· Holiday cover for current Executive Assistant and Office Manager. Scheduled meetings for CEO and Oberon employees; managed diary and meeting logistics. Greeted clients and guests as well as organised the office space.

Waitress
Damianos Cocktail Bar
North Corfu, Ionian Islands, Greece

InvestIn Investment Banker Summer Internship
London, England, United Kingdom
A 5-day in-person internship where I learned more about the different divisions within an investment bank. Focussing on the different roles within Sales and Trading as well as IBD. - Learnt about the separate roles within Sales and Trading and IBD - Discussed and experienced how an M&A deal takes place. - Gained a greater understanding of Hedge Funds and Private Equity firms. - Took part in an Amplify LiveTrader simulation, dealing with the live financial market. - Took part in an Asset Management simulation, based on the 2011 financial market.

Step In Step Up : An Insight into Banking
A 2-day virtual opportunity to network with Morgan Stanley professionals (including Managing Directors) and gain further insight into not only investment banking but Morgan Stanley as a company and its different divisions. I was one of 80 students selected out of 400 applicants.

InvestIN Young Psychologist Programme
A 2-day immersive career experience. Through a series of role-plays, seminars, simulations and networking sessions led by a group of experienced psychologists, I gained a greater insight into the career and work of a psychologist. Involved introduction to behavioural economics and business psychology.
Education
Penultimate year. Predicted 1st Class Degree; Intra-mural football; 3rd Lacrosse Team.
Lucy Barrie's Contact Information
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