Seeking a fully remote, full-time Customer Success or Operations role, ideally client-facing. I value low-stress, well-organized teams over high-pressure sales. I'll be traveling internationally starting January, so I'm prioritizing async-friendly roles without fixed live-call hours or country-of-residence restrictions.
MB
Looking for a job
Miles Barnhill
@milesbarnhill
I'm building a finance career through wealth management research, portfolio analysis, and investment banking modeling.
United StatesWhat I'm looking for
I'm building practical finance experience through wealth management research, portfolio analysis, and investment banking coursework.
At Noble Traditions Wealth Management, I supported financial research and portfolio analysis for client accounts while learning portfolio construction, client communication, and strategic planning directly from a senior advisor.
Through JPMorgan Chase's investment banking simulation, I evaluated an M&A target, built a DCF model, and created a client deliverable covering the target profile and auction process. In a UCSB equity portfolio simulation, I managed a $1M portfolio and delivered a 12.69% quarterly return through market research and risk/return analysis.
Alongside my studies in Communication at UC Santa Barbara, I've built client-facing, cash-handling, and leadership experience in high-volume hospitality roles. I'm also FINRA SIE-qualified and hold Bloomberg Finance Fundamentals and Bloomberg Market Concepts certifications.
Experience
Work history, roles, and key accomplishments
NM
Summer Wealth Management Intern
Noble Traditions Wealth Management
Jul 2025 - Aug 2025 (1 month)
Supported financial research and portfolio analysis for client accounts, gaining hands-on exposure to wealth management and investment banking fundamentals. Worked directly with a senior advisor on portfolio construction, client communication, and complex financial concepts.
Education
Degrees, certifications, and relevant coursework
University of California, Santa Barbara
Bachelor of Arts, Communication
2024 -
Grade: 3.6
Activities and societies: Member, Sigma Chi Fraternity (Nov 2024 – Present)
Pursuing a Bachelor of Arts in Communication with a GPA of 3.6 and Dean's Honors. Member of Sigma Chi Fraternity since November 2024.
Harvard Business School Online
Certificate of Readiness (CORe), Business
2026 - 2026
Grade: Pass with Honors
Completed the Certificate of Readiness (CORe) program with honors, covering Business Analytics, Economics for Managers, and Financial Accounting.
Santa Barbara City College
Associate of Arts, General Studies
2022 - 2024
Completed coursework toward transfer to UCSB.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
United StatesAuthorized to work in
IndonesiaSalary expectations
40k-75k USD
Job categories
Skills
Wealth ManagementInvestment ManagementFinancial PlanningPortfolio AnalysisPortfolio ConstructionFinancial ResearchInvestment BankingM&ACash Flow AnalysisEquity ResearchRisk AnalysisBloomberg TerminalExcelBusiness AnalyticsFinancial AccountingClient CommunicationICloudChiCustomer ServiceCustomer SuccessOperationsOperations Coordination
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