Commodity Analyst (buyside)

Agro-Commodity Analyst (Buy-Side Fund)

About the Role

We are seeking a highly skilled Agro-Commodity Analyst to join our buy-side fund. This is a crucial role where you will perform in-depth fundamental analysis on various agricultural commodities to generate investment theses and support our portfolio management decisions. The ideal candidate will have a strong command of both fundamental and technical analysis, with a proven ability to translate market insights into actionable investment strategies.

Key Responsibilities

• Investment Research & Analysis :
• Conduct comprehensive fundamental research on a wide range of agricultural commodities, including grains, oilseeds, softs, and livestock.
• Analyze global supply-and-demand dynamics, weather patterns, trade flows, and government policies.
• Develop and maintain proprietary models for supply-demand balances, price forecasting, and market equilibrium.
• Synthesize complex data from multiple sources to identify market trends, risks, and opportunities.
• Strategy & Recommendations :
• Generate and present clear, well-supported investment recommendations to portfolio managers and the investment committee.
• Collaborate with the trading desk to develop and execute trading strategies based on your research and market outlook.
• Provide real-time market commentary and updates on key events affecting commodity prices.
• Due Diligence & Engagement :
• Conduct due diligence on potential investments, including on-the-ground field surveys and interviews with industry participants.
• Build and maintain a network of industry contacts, including farmers, traders, and analysts.
• Attend industry conferences and events to stay current with market developments.

Qualifications