Qube Research & Technologies

Metals & Mining

DownstreamDemandAnalyst(Metals)

$450–750k ~AI est. Shanghai, China FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Downstream Demand Analyst (Metals) at Qube Research & Technologies. Skills: Demand modelling, Data pipelines, Market analysis. Develop demand models. Conduct intensity analysis”

Industry & Context.

Metals & Mining
Problems you'll solve

Analytical capabilities; Problem-solving capabilities

What They're Looking For.

Must Have

5+ years’ experience in metals/commodity research, SQL proficiency

Nice to Have

PhD preferred, Specific ML framework experience, Cloud platform certs

What You'll Do.

Develop demand models

Conduct intensity analysis

Project forward demand

Integrate national statistics

Integrate industry data

Integrate company disclosures

Integrate alternative data

Generate model outputs

Incorporate macro data

Identify market inefficiencies

Identify relative value

Perform scenario analysis

Support portfolio positioning

How You'll Work.

Team & Collaboration

Collaborative environment

Communication Scope

Written communication; Verbal communication

Full Job Description

Role Summary Build and maintain data-driven end-use demand models across global metals markets, translating sector-level insights into actionable views for trading and investment. Core Responsibilities Demand Modelling Develop bottom-up end-use demand models (starting with China, then globally and covering major regional markets) across key sectors (e. g. real estate, transportation, power generation and distribution, infrastructure, data centres / AI, appliances). Conduct intensity analysis and forward demand projections, adjusting for cyclical effects (e. g. demand destruction vs deferral). Track inventories across the value chain using semi-finished and end-use data. Analyse capacity across end-use sectors to consume scrap vs refined metals. Data Integration & Monitoring Build scalable data pipelines integrating national statistics, industry data, company disclosures, and alternative data (e. g. shipping, customs, satellite). Generate model outputs programmatically, incorporating real-time and high-frequency macro data. Develop dashboards to present key high-frequency indicators in a clear, actionable format. Market Analysis & Insights Identify market inefficiencies and relative value opportunities across commodities and regions. Perform scenario analysis incorporating macro, policy, and geopolitical factors. Support trading and portfolio positioning with timely, data-driven insights. Key Requirements Experience & Knowledge 5+ years’ experience in metals/commodity research, with strong focus on first-use and end-use demand. Deep understanding of downstream sectors and global metals value chains. Familiarity with scrap markets, trade flows, and industry dynamics. Technical Skills Advanced Python programming (model development, data pipelines). Strong SQL proficiency. Experience working with large, multi-source datasets and real-time data systems. Other Skills Strong analytical and problem-solving capabilities. Ability to operate in a fast-paced, collaborative envi

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