Rick Lataille is a Municipal Credit Analyst at Easterly ROC Municipals.
Easterly Roc Municipals
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Director Of Credit ResearchEasterly Roc Municipals Nov 2024 - Present
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Analyst - VeritionVerition Fund Management Llc Apr 2021 - Jan 2024• Conducted all credit analysis on existing and new exposures• Modeled complex credits, created pro formas and conducted in-depth due diligence• Created and maintained functional tools to optimize daily trading workflow -
Credit AnalystMorgan Stanley May 2020 - Apr 2021New York, Ny, Us• Reviewed and structured private transactions• Surveilled existing positions -
Trading Desk Analyst – Municipal Sales & TradingMorgan Stanley Oct 2015 - Apr 2021New York, Ny, Us• Credit analyst on municipal sales and trading desk• Coverage of: - All Puerto Rico issuers - Public power issuers - Corporate-backed credits - Select state credits - Securitizations• Responsibilities include: - Performing credit analytics to assist traders in managing balance sheet risk - Assist sales by maintaining ongoing discourse with institutional buy-side analysts - Publish debt research on Morgan Stanley's research distribution platforms - Provide credit support for Morgan Stanley Wealth Management -
Public Finance Investment BankingMorgan Stanley Oct 2006 - Oct 2015New York, Ny, UsInvestment banking coverage of public sector clients, including:• Commonwealth of Puerto Rico (and all Commonwealth issuers and public corporations), public power issuers, the State of Connecticut and other Northeast infrastructure issuers• Transaction experience of over $16 billion of senior managed par and over $1 billion notional of swap transactions, as well as significant experience in public tender, defeasance advisory and lending assignments• Primary responsibility for cash flow, refunding, capital structure and linear optimization models -
Analyst – Real EstatePreit Sep 2002 - Oct 2006Philadelphia, Pennsylvania, UsPerformed buy-side valuation, deal execution and analysis for a commercial real estate investment trust. My experience includes:• Performing valuations and cash flow, demographic, and strategic market analysis in support of possible shopping centers transactions; completed over $1.9 billion in transactions, including acquisitions, dispositions, and mergers• Conducting due diligence efforts for acquisition targets, including confirmation of seller’s representations, assessment of financial, market, and political risk, and review of legal documents• Structured tax-oriented property exchanges and transactions to maximize portfolio return on investment
Rick Lataille Education Details
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Flatiron SchoolData Science -
University Of PennsylvaniaEconomics
Frequently Asked Questions about Rick Lataille
What company does Rick Lataille work for?
Rick Lataille works for Easterly Roc Municipals
What is Rick Lataille's role at the current company?
Rick Lataille's current role is Municipal Credit Analyst.
What schools did Rick Lataille attend?
Rick Lataille attended Flatiron School, University Of Pennsylvania.
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