Aparna Moorthy
Senior ALM Analyst
Aparna works with client credit unions to provide them quarterly ALM analysis. Using the internally-developed ALPS (Asset Liability Pricing System) ALM model, she helps to quantify interest rate and concentration risk on their balance sheets.
Prior to joining Catalyst Strategic Solutions in 2022, Aparna accumulated four years of experience in financial planning and analysis with BNY Mellon. Starting as a senior representative, Aparna eventually advanced to senior financial analyst and then lead financial analyst. Her job responsibilities included revenue and expense analysis, resource/headcount utilization forecasts, budgeting, and key risk indicator, liquidity and cash balance reporting. .
Aparna has a Master of Business Administration degree in finance from University of Toledo and a Bachelor of Business Administration degree in finance from Amity Business School in India.
"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.