Autonomy Portfolio Strategist

Socket.dev; Irving (TX); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plans

Paid time off

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Career Development

Incentive bonus

Job summary

Caterpillar Inc. in Irving, TX is seeking a CI Portfolio Analyst to turn fragmented program, roadmap, delivery, partner, supplier, customer-learning, and technical-review information into a coherent cross-program view for Atlas and the broader CI portfolio.

The role maintains portfolio intelligence, synthesizes interactions and consequences across programs, develops scenarios and trend analysis, and prepares decision-ready roadmap and executive artifacts for leadership consideration.

Qualifications

• Experience performing portfolio, program, strategy, roadmap, business, or decision-support analysis across multiple technical programs or interdependent workstreams.
• Demonstrated ability to synthesize roadmap, milestone, capacity, risk, dependency, partner, supplier, and delivery information into clear cross-program implications.
• Experience preparing executive portfolio reviews, scenarios, recommendations, and visual artifacts that support decisions.
• Ability to preserve traceability to authoritative sources while identifying inconsistencies, gaps, assumptions, and unresolved ownership.
• Experience with digital, autonomy, AI, connected-machine, software/platform, industrial technology, or similarly complex technical environments.
• Working knowledge of Azure DevOps, Power BI, Microsoft Project, Excel, PowerPoint, Confluence, PPM, or comparable planning and reporting tools.
• Experience with roadmap synthesis, portfolio trend analysis, prioritization scenarios, partner or supplier consequence analysis, or customer-learning integration.
• Strong analytical judgment, attention to detail, written communication, and the ability to move comfortably between working-team evidence and executive-level implications.

Responsibilities

• Maintain the cross-program CI portfolio view, including active, planned, proposed, paused, stopped, and unresolved work, with clear source, ownership, milestone, and evidence context.
• Synthesize portfolio roadmaps across Atlas and the broader CI remit, identifying program interactions, sequencing implications, shared capabilities, dependencies, gaps, and decision points.
• Prepare concise executive portfolio artifacts that translate complex roadmap, delivery, capacity, risk, dependency, partner, supplier, and customer-learning information into clear implications and decisions.
• Produce portfolio scenarios, trend analysis, and decision-impact views to support prioritization and start-stop-continue-defer recommendations.
• Analyze how partner, supplier, procurement, customer-learning, demonstration, and technical-review outcomes affect portfolio milestones, roadmap choices, risks, and executive commitments.
• Support integrated roadmap governance by maintaining traceability among Objectives, Customer Market Requirements, Epics, Features, Milestones, dependencies, baselines, forecasts, evidence, and controlled changes.
• Help drive Intake alignment on value, capacity, affordability, and cross-program consequence analysis for incoming demand and portfolio tradeoffs.
• Identify conflicting, incomplete, stale, or unsupported portfolio claims and preserve source differences until accountable owners resolve them.
• Develop reusable analytical methods and portfolio to improve the consistency, traceability, and usefulness of executive reporting.
• Support leadership reviews with clear fact patterns, options, consequences, open assumptions, and recommended areas for decision or deeper validation.

Skills

Planning

Program and Portfolio Analysis

Decision Making

Data Analysis and Reporting

Project and Portfolio Management

Stakeholder Management

Written and Visual Communication

Organizational and Systems Thinking

Tools

Azure DevOps

Power BI

Microsoft Project

Excel

PowerPoint

Confluence

PPM

Job description

Caterpillar Inc. in Irving, TX is seeking a CI Portfolio Analyst to turn fragmented program, roadmap, delivery, partner, supplier, customer-learning, and technical-review information into a coherent cross-program view for Atlas and the broader CI portfolio.

The role maintains portfolio intelligence, synthesizes interactions and consequences across programs, develops scenarios and trend analysis, and prepares decision-ready roadmap and executive artifacts for leadership consideration.