Edward Lynch
Susquehanna University, Class of 2022
From Lewes, DE
Susquehanna conferred degrees upon 520 students at the conclusion of its 164th academic year. Edward Lynch, of Lewes, DE, graduated magna cum laude with a Bachelor of Science in finance.
June, 23 2022 - Susquehanna UniversityEdward Lynch, of Lewes, Delaware, was named to Susquehanna University's dean's list for the spring 2022 semester. Lynch, of the Class of 2022, is majoring in finance. The dean's list recognizes stu...
June, 22 2022 - Susquehanna UniversityEdward Lynch, of Andover, was named to Susquehanna University's dean's list for the fall 2021 semester. Lynch, who is majoring in finance, is a member of the Class of 2022. The dean's list reco...
January, 26 2022 - Susquehanna UniversityLynch Earns Spot on Dean's List Edward Lynch, of Andover, NJ, was named to Susquehanna University's dean's list for the spring 2021 semester. The dean's list recognizes students who achieve a gr...
June, 21 2021 - Susquehanna UniversityEdward Lynch, of Andover, NJ, was named to Susquehanna University's dean's list for the spring 2020 semester. The dean's list recognizes students who achieve a grade point average of 3.4 or high...
June, 16 2020 - Susquehanna UniversityLynch Earns Spot on Dean's List Edward Lynch , of Andover, NJ, was named to Susquehanna University's dean's list for the fall 2019 semester. The dean's list recognizes students who achieve a grad...
January, 22 2020 - Susquehanna University- Formulated tracker for Cross Border Data Clearance and supported management in their activities related to data clearance
- Analyzed and evaluated a risk automation sourcing tool to enable greater efficiency within Data Tracing and Data Lineage
- Reviewed metrics to ensure effective utilization of data in order to meet regulatory requirements
- Participated in Cryptocurrency and Blockchain Deep Dive Project to learn about the various components of decentralized finance
- Assisted clients with queries and acted as an intermediary between the client and the consultant
- Compiled necessary investment related data from investment managers, banks, and various databases to support research and consulting needs
- Generated monthly spreadsheets to document cash flows, market values, and investment returns pertaining to client portfolios
- Verified performance calculations with investment managers as well as updated accounts, management fees, composites, and target benchmarks
- Collaborated with other analysts to generate new leads and capture data to provide in-depth portfolio analysis
- Identified disruptive business models and the companies that have successfully used those models across various industries
- Analyzed shortlisted companies and prepared investment thesis recommending investments in existing businesses or non-traditional business concepts that emerged throughout my research
- Successfully presented investment thesis with ample supporting details to the entire private equity team
- Selected to attend and participate in the Investment Committee meetings from selection until graduation
- Provided recommendations to the Board of Trustees in connection with investment guidelines and investment asset allocations of Susquehanna Universitys
196-million-dollar endowment fund
- Reviewed previous investment performance and made recommendations to the Board on all significant credit, letter of credit and other financing activities
- Interacted with clients and assisted a Wealth Manager with $350 million AUM in retirement and income planning solutions, such as 403(b), 401(k) funds as well as annuities and other investment platforms
- Shadowed a portfolio manager while procuring insight into portfolio analysis and various investment processes
- Attended Senior Partner meetings to discuss areas of improvement and potential opportunities for expansion
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