Portfolio Analyst
Caterpillar
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Benefits offered by this job
Job summary
Caterpillar is seeking a CI Portfolio Analyst to turn fragmented program and delivery data into a coherent cross-program view for Atlas and the CI portfolio. You will maintain portfolio intelligence, synthesize interactions, develop scenarios, and prepare decision-ready roadmaps and executive artifacts.
You will support Senior Manager, Portfolio Management and Deputy Portfolio Manager without owning execution ownership.
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 or supplier 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.
- Ability to operate within clear accountability boundaries: the analyst integrates and interprets evidence but does not manufacture status, approve technical content, own source data, or operate the integrated execution plan.
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
Tools
Job description
Technology, Digital and Data
When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
At Caterpillar, technology always has a purpose, which is to solve our customers’ toughest challenges. Through Cat Technology, we are solving problems by building the intelligence layer that connects machines, data, and people to make jobsites safer, more productive, and more sustainable. By combining deep domain expertise in physical systems with software, connectivity, autonomy, and AI, we deliver solutions that work in the real world—on real jobsites, at global scale.
You’ll build and deploy against one of the most unique data foundations—over 1.6 million connected assets generating real-world data daily. These data and platform capabilities are enabling the development of AI models, edge computing architectures, and software systems that scale across fleets, products, and industries. The result will be a new generation of machines that continuously learn, improve, and deliver performance at scale.
Construction autonomy is one of the most complex challenges in applied AI, and at Caterpillar, advancements in physical AI, simulation, sensing, and edge computing are turning things that once felt impossible—intelligent machines operating in dynamic jobsites—into reality.
Our connected ecosystem brings together massive volumes of high-quality data to create a foundation where engineers like you can build and deploy against.
If this work motivates you, we invite you to join our team. In these roles, you’ll work at the intersection of the physical and digital worlds. You’ll help design and deliver intelligent systems that enable machines to perceive their environment, make informed decisions, and support safer, more productive operations.
The CI Portfolio Analyst turns 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. This role maintains portfolio intelligence, synthesizes interactions and consequences across programs, develops scenarios and trend analysis, and prepares decision-ready roadmap and executive artifacts. The CI Portfolio Analyst supports the Senior Manager, Portfolio Management and Deputy Portfolio Manager by making cross-program implications visible without replacing authoritative source systems or assuming execution ownership that belongs to Product, TPMs, Mission Leads, Architecture, Engineering, Finance, Procurement, partners, or the RTE.
- 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.
- Planning: Tactical and Strategic: Knowledge of effective planning techniques and the ability to connect near-term program activity with multi-year roadmaps, milestones, dependencies, capacity, and business objectives.
- Program and Portfolio Analysis: Ability to organize and interpret information across multiple complex digital programs, technical domains, workstreams, and source systems.
- Decision Making and Critical Thinking: Ability to evaluate incomplete or conflicting information, distinguish fact from assumption, identify consequences, and frame decision-relevant options.
- Data Analysis and Reporting: Ability to synthesize qualitative and quantitative information into credible trends, scenarios, executive insights, and fit-for-purpose reporting products.
- Project and Portfolio Management: Knowledge of roadmap, milestone, dependency, RAID, change-control, governance, and benefits or value concepts used across complex portfolios.
- Stakeholder Management: Ability to work across Product, Engineering, Architecture, Finance, Procurement, suppliers, partners, and program leadership without direct authority.
- Written and Visual Communication: Ability to produce concise, structured, traceable, and executive-ready narratives, roadmaps, tables, and presentation materials.
- Organizational and Systems Thinking: Ability to recognize interactions across programs and control surfaces, identify downstream effects, and avoid creating duplicate or disconnected reporting systems.
- 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 rather than only summarize status.
- 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.
- Ability to operate within clear accountability boundaries: the analyst integrates and interprets evidence but does not manufacture status, approve technical content, own source data, or operate the integrated execution plan.
- This position requires the candidate to work full-time onsite at the Irving, TX office (Dallas)
- Domestic relocation assistance is available for this position.
- Visa sponsorship is NOT available for this position
$128,470.00 - $192,710.00
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
- Medical, dental, and vision benefits*
- Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
- 401(k) savings plans*
- Health Savings Account (HSA)*
- Flexible Spending Accounts (FSAs)*
- Health Lifestyle Programs*
- Employee Assistance Program*
- Voluntary Benefits and Employee Discounts*
- Career Development*
- Incentive bonus*
- Disability benefits
- Life Insurance
- Parental leave
- Adoption benefits
- Tuition Reimbursement
* These benefits also apply to part-time employees
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.
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