Strategic CI Portfolio Analyst — Roadmaps & Insights

Caterpillar; Irving (TX); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Medical benefits

401(k) Plan

Paid time off

HSA

FSA

Career development

Incentive bonus

Parental leave

Tuition Reimbursement

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

Portfolio analysis

Roadmap synthesis

Executive reporting

Strategic thinking

Stakeholder management

Data analysis

Analytical judgment

Decision support

Cross-functional collaboration

Azure DevOps

Power BI

Microsoft Project

Excel

PowerPoint

Confluence

PPM

Tools

Azure DevOps

Power BI

Microsoft Project

Excel

PowerPoint

Confluence

PPM

Job description

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.