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Andrew Limberis, CFA

Andrew Limberis, CFA

Associate Lecturer

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location of Andrew Limberis, CFAUnited Kingdom

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  • Timeline

  • About me

    Investment Director | Omba

  • Education

    • St Benedict's College

      1994 - 2006

    • University of the Witwatersrand

      2010 - 2010
      Bachelor of Accounting Science Honours

    • University of the Witwatersrand

      2007 - 2009
      Bachelor of Accounting Science

    • Emeritus

      2018 - 2019
      Applied Data Science

      A 12-week program, in collaboration with Columbia Engineering, which included modules covering python, data mining and visualization, database management and machine learning.

    • University of the Witwatersrand

      2011 - 2012
      Master of Commerce

      Research report titled "An empirical investigation of the conditional risk-return trade-off in South Africa".

  • Experience

    • University of the Witwatersrand

      Jan 2011 - Dec 2011
      Associate Lecturer

      Lecturer in the Management Accounting and Finance Division.Responsibilities included: tutoring, lecturing and consulting with 2nd, 3rd and 4th year university students.

    • EY

      Jan 2012 - Mar 2014

      Performed an audit of a New York based hedge fund along with its offshore feeder-funds. Experience primarily in asset management (ETFs and Collective Investment Schemes) and impairments (credit).

      • Senior

        Jan 2014 - Mar 2014

      • Trainee Accountant

        Jan 2012 - Dec 2013

    • EY

      Jun 2014 - Aug 2017

      Experience at a multi-national bank’s Corporate and Investment Banking division and at a multi-national bank’s Commercial Lending division, including the evaluation of the impairment provision.Evaluated responses to regulatory investigations into securities trading. Audit manager of various Exchange Traded Funds (ETFs), covering all aspects of the fund, management company and regulatory requirements.Audit manager of a multi-national bank’s Corporate and Investment Banking division.

      • Manager

        Oct 2015 - Aug 2017

      • Assistant Manager

        Jun 2014 - Sept 2015

    • Omba Advisory & Investments Ltd

      Sept 2017 - now

      Advise and manage on discretion, global portfolios (using Exchange Traded Funds) for High Net Worth (HNW) and Family Office clients.Responsibilities include multi-asset portfolio management and macro level research across bond and equity asset classes with a particular focus on ETFs.

      • Investment Director

        Jan 2023 - now

      • Investment Manager

        Jul 2020 - Dec 2022

      • Senior Associate

        Sept 2017 - Jun 2020

  • Licenses & Certifications

    • FAIS Regulatory Examination 5 (RE 5)

      FSCA South Africa
      Dec 2017

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Sept 2020
      View certificate certificate

    • CA(SA)

      SAICA
      Jan 2014

    • Investment Management Certificate (IMC)

      CFA UK
      Dec 2017

    • Investment Management with Python and Machine Learning Specialization

      Coursera
      Aug 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Andrew Limberis, CFA
      First-placed student in the Master of Commerce class of 2012 University of the Witwatersrand Jun 2012
    • Awarded to Andrew Limberis, CFA
      Dean's list status University of the Witwatersrand Dec 2009 Was awarded Dean’s list status, for recognition of superior performance. Received the award in 2008 and 2009.
    • Awarded to Andrew Limberis, CFA
      Graduated Bachelor of Accounting Science degree with distinction University of the Witwatersrand Dec 2009