Commodity roles from Undergraduate (London)

We all know a BP TDP or Citadel role from undergraduate are the most sought after, but what other roles actually provide a strong foundation for a career in commodity trading? Interested in quant focused, paper and physical. My current list:

  • TDP programmes (BP, Shell)
  • HFs (Citadel, DE Shaw - basically no roles here)
  • Prop Shops (JS, DRW etc)
  • Banks (Macquarie, GS, MS)
  • Physical trading grad programmes (Glencore, CCI etc)

Asking because although we all know the premier programmes, it simply isn’t feasible to target them alone due to the tiny intake. Even the firms I have are all very selective and difficult to get into. Also, how is mobility between these firms?

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Based on the most helpful WSO content, here's what you need to know about building a strong foundation for a career in commodity trading from an undergraduate level in London:

Top Roles and Programmes to Target

  1. TDP Programmes (BP, Shell, etc.):

    • These are highly sought after for their structured training and exposure to both physical and paper trading. They provide a solid foundation in energy markets and logistics, making them ideal for long-term careers in commodities.
  2. Hedge Funds (Citadel, DE Shaw, etc.):

    • While roles here are extremely limited, they offer a quant-heavy focus on paper trading. These positions are highly competitive and often require exceptional quantitative and programming skills.
  3. Banks (Macquarie, Goldman Sachs, Morgan Stanley, etc.):

    • Banks provide exposure to paper trading, derivatives, and risk management. Macquarie, in particular, is known for its strong commodities desk. These roles can be a stepping stone to physical trading or hedge funds.
  4. Physical Trading Grad Programmes (Glencore, Trafigura, CCI, Vitol, etc.):

    • These programmes are excellent for gaining hands-on experience in physical trading, logistics, and market dynamics. They often involve rotations across different commodities and regions, providing a comprehensive understanding of the business.
  5. Other Opportunities:

    • Freight Trading/Chartering Roles: Companies like Cargill, Oldendorff, and Shell (freight desk) offer roles that can lead to mobility into commodities, especially in freight-dependent markets like crude, iron ore, and coal.
    • Support/Service Sectors: Internships or roles in shipping companies, trade finance departments, or commodity producers/consumers can provide valuable experience and make your CV stand out.

Mobility Between Firms

  • TDP to Physical Trading: Transitioning from a TDP programme to a physical trading house (e.g., Glencore, Trafigura) is possible, especially if you develop strong logistics and trading skills.
  • Banks to Physical Trading: While less common, mobility is feasible if you specialize in commodities desks and build relationships with physical traders.
  • Physical Trading to Hedge Funds: Moving from physical trading to hedge funds is challenging but achievable, especially if you develop expertise in market analysis and derivatives.
  • Freight to Commodities: Roles in freight trading can sometimes lead to opportunities in commodities, particularly in markets like crude and coal.

Tips for Success

  1. Broaden Your Applications: While targeting premier programmes, also apply to smaller firms or niche roles in logistics, shipping, or trade finance to build relevant experience.
  2. Develop Quantitative Skills: Programming (Python, R) and data analysis skills are highly valued, especially for quant-focused roles.
  3. Network Aggressively: Attend industry events, connect with alumni, and leverage LinkedIn to build relationships with professionals in the field.
  4. Be Open to Internships: Even short-term roles in related sectors (e.g., shipping, warehousing) can provide valuable insights and connections.

By diversifying your applications and building a strong skill set, you can position yourself for success in the competitive world of commodity trading.

Sources: Physical Commodities Trading 2022 Graduate Program Megathread, Calling all Physical Commodity TRADERS: Benchmark indices and physical commodity trading risk, Physical Commodity Trading, Physical Trading: Best commodities to be in?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
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To answer the mobility question, it depends which way you go to start. If you decide to do a TDP at a major or merchant, you’ll have Citadel, DE, every hedge fund, some props that has a commodities arm or book calling you before you even hit a trader seat.

If you decide to go the bank or HF route first, it’s very hard (not impossible) to get a job at a physical shop.

You can remember it (IMO) like this - Traders want to develop and be groomed by majors (bp, Shell, etc.), and monetize their knowledge in late career after they build a nest egg at places like Traf, Vitol, Citadel, etc. The risk limits are wider at these shops and obv more cutthroat. You’ll see a lot of bp TDP alumni trade for 10-12 years at bp then get a shiny PM or Partner job at a HF or merchant ($$$).

 

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