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William McGuire - Director, Operations & Onboarding in Livingston, NJ

William McGuire

Director of Operations specializing in fund administration and alternative investments

CSC GlobalRivier UniversityLivingston, NJ27 Years ExperienceDirector LevelWorks On-Site

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About

Operations leader in private equity fund administration with recent Director-level ownership of onboarding and operational strategy at CSC Global Fund Solutions. Brings a differentiated two-sided perspective from both service-provider roles and 12 years at MD Sass as the client working with external providers, with experience building scalable onboarding, migration, KPI, and governance frameworks across multi-site and global teams.

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Key Strengths

  • Director-level operations and onboarding leadership in North American private equity fund administration
  • Led a 10-person multi-location team with collaboration across Europe and India
  • Built scalable onboarding and fund launch frameworks with structured plans and repeatable checklists
  • Standardized processes, controls, and reporting across operations, client service, compliance, and technology
  • Developed KPI frameworks for operational performance, service quality, and capacity planning
  • Strong cross-functional integration management across operations, technology, compliance, legal, and reporting
  • Experience from both service-provider and client perspectives in fund administration
  • Deep expertise in fund migrations, transition planning, and operational support

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Experience

Director, Operations & OnboardingCSC Global · Dec 2024 – Feb 2026
Proprietary Day TraderFreelance · Jun 2019 – Dec 2024
Senior Vice President, Relationship ManagementM.D. Sass Investors Services Inc. / M.D. Sass Securities LLC · Apr 2012 – Jun 2019
Vice President, Client ServicesM.D. Sass Investors Services Inc. / M.D. Sass Securities LLC · Nov 2007 – Apr 2012
AVP, Client Relationship ManagerHSBC · May 2007 – Nov 2007
AVP, Business Implementation Manager / Senior SupervisorHSBC · Jul 2005 – May 2007
Senior Quality Assurance SpecialistGlobal Investment Systems · Jan 2003 – Jul 2005
Financial Systems ConsultantGlobal Investment Systems · Mar 2002 – Jan 2003freelance
Financial Reporting Senior Account SpecialistInvestors Fund Services / Investors Bank & Trust · Jan 2000 – Jan 2001
Account Specialist – Financial ReportingInvestors Fund Services / Investors Bank & Trust · Jan 1999 – Jan 2000
Custody AccountantInvestors Fund Services / Investors Bank & Trust · Jan 1998 – Jan 1999

Education

Rivier Universitymaster, Business Administration (1997)
Merrimack Collegebachelor, Business Administration (1995)

Skills

Regulatory ComplianceTrainingRisk ManagementBusiness DevelopmentQuality Assuranceperformance managementchange managementstakeholder managementOperations StrategyClient OnboardingFund AdministrationPrivate Equity Fund AdministrationClient ServiceRelationship ManagementOperational Process Optimization

Languages

English

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William McGuireDirector of Operations specializing in fund administration and alternative investments