Teams at Morgan Stanley

Lead updates and validation of tax and legal information for a global equity intelligence platform across 150+ jurisdictions. Liaise with third-party providers, communicate tax changes to stakeholders, compare platform data to public sources, propose platform improvements, and support global tax compliance communications (newsletters, webinars).

Design, develop, and deliver entry to advanced learning content for internal and external audiences using eLearning authoring and multimedia tools. Conduct needs analysis, liaise with subject matter experts, manage projects, evaluate learning effectiveness, maintain documentation, and facilitate training sessions. Support global learning strategy and ensure materials meet governance and marketing requirements.

Lead implementations of Global Intelligence and Tax products for multinational clients, manage and mentor implementations teams, streamline processes, onboard and train clients, manage pipeline forecasting, coordinate cross-functional improvements and feed product roadmap requirements to Shareworks development.