Qube Research & Technologies (QRT) is a global quantitative and systematic investment manager, operating in all liquid asset classes across the world. We are a technology and data driven group implementing a scientific approach to investing. Combining data, research, technology and trading expertise has shaped QRT’s collaborative mindset which enables us to solve the most complex challenges. QRT’s culture of innovation continuously drives our ambition to deliver high quality returns for our investors.
Your future role within QRT
- Supply-Side Research
◦ Analyse global mining supply drivers and cost curves for nickel/cobalt/lithium.
◦ Analyze refining capacity and supply-demand dynamics across the entire industrial chain.
◦ Assess the impact of geopolitical factors, environmental policies and mining regulations on supply elasticity.
- Demand-Side Research
◦ Study the impact of NEV penetration rates and battery technology trends on metal demand. Conduct analysis of battery cost models and substitution sensitivity.
◦ Perform bottom-up analysis of demand growth in downstream sectors (energy storage batteries, consumer electronics, EV power batteries).
◦ Analyze the entire battery industrial chain, covering battery cells, cathode materials, and precursor materials, including supply-demand dynamics and global trade flows.
◦ Monitor policy drivers and their impact on demand and trade flows.
- Market Dynamics Tracking
◦ Continuously monitor metal price fluctuations, inventory cycles, and derivative market sentiment across COMEX/LME/SHFE/GFE.
◦ Analyze pricing logic and premium factors for key intermediate products
◦ Identify trading opportunities arising from supply-demand mismatches, technological breakthroughs, or unexpected events.
- Investment Strategy Support
◦ Build commodity supply-demand balance sheets and related models in collaboration with technical teams.
◦ Design medium- to long-term market trading strategies.
◦ Assist quantitative researchers in developing quantitative trading models.
Your present skillset
- Education: Bachelor or Master’s degree in Finance, Economics, Materials Science, Chemical Engineering, or related fields preferred.
- Experience: 3+ years of commodity research experience, preferably in lithium/nickel/cobalt industrial chains. Familiarity with the new energy industry chain (battery manufacturers, OEMs, material suppliers) is advantageous.
- Core Skills: Proficiency in supply-demand analysis, cost curve modelling. Coding/Python skills are not mandatory but would be an advantage. Deep understanding of lithium markets would be a preference (e.g., spodumene vs. brine lithium extraction costs, lithium salt pricing mechanisms).
- Soft Skills: Can verbally communicate and read/write in English. Cross-cultural communication skills.
QRT is an equal opportunity employer. We welcome diversity as essential to our success. QRT empowers employees to work openly and respectfully to achieve collective success. In addition to professional achievement, we are offering initiatives and programs to enable employees achieve a healthy work-life balance.
