Portfolio Analyst

Caterpillar Inc.•Irving, TX

8d•$128,470 - $192,710•Onsite

About The Position

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. The role maintains portfolio intelligence, synthesizes interactions and consequences across programs, develops scenarios and trend analysis, and prepares decision-ready roadmap and executive artifacts. The 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 held by other teams and roles. The position works at the intersection of technology and portfolio decision support, supporting integrated roadmap governance, intake alignment, prioritization, and leadership reviews. It requires full-time onsite work at Caterpillar’s Irving, Texas (Dallas) office.

Requirements

Knowledge of effective tactical and strategic planning techniques, connecting near-term program activity with multi-year roadmaps, milestones, dependencies, capacity, and business objectives.
Ability to organize and interpret information across multiple complex digital programs, technical domains, workstreams, and source systems.
Ability to evaluate incomplete or conflicting information, distinguish fact from assumption, identify consequences, and frame decision-relevant options.
Ability to synthesize qualitative and quantitative information into credible trends, scenarios, executive insights, and fit-for-purpose reporting.
Knowledge of roadmap, milestone, dependency, RAID, change-control, governance, and benefits or value concepts used across complex portfolios.
Ability to work across Product, Engineering, Architecture, Finance, Procurement, suppliers, partners, and program leadership without direct authority.
Ability to produce concise, structured, traceable, executive-ready narratives, roadmaps, tables, and presentation materials.
Ability to recognize interactions across programs and control surfaces, identify downstream effects, and avoid duplicate or disconnected reporting systems.
Ability to preserve accountability boundaries: integrate and interpret evidence without manufacturing status, approving technical content, owning source data, or operating the integrated execution plan.

Nice To Haves

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 in 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 ability to move between working-team evidence and executive-level implications.

Responsibilities

Maintain the cross-program CI portfolio view of active, planned, proposed, paused, stopped, and unresolved work, including source, ownership, milestone, and evidence context.
Synthesize roadmaps across Atlas and the broader CI portfolio, identifying program interactions, sequencing implications, shared capabilities, dependencies, gaps, and decision points.
Prepare concise executive portfolio artifacts that clarify implications and decisions across roadmap, delivery, capacity, risk, dependency, partner, supplier, and customer-learning information.
Produce portfolio scenarios, trend analysis, and decision-impact views to support prioritization and start-stop-continue-defer recommendations.
Analyze the effects of partner, supplier, procurement, customer-learning, demonstration, and technical-review outcomes on 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.
Support Intake alignment on value, capacity, affordability, and cross-program consequences 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 practices to improve executive reporting consistency, traceability, and usefulness.
Support leadership reviews with fact patterns, options, consequences, open assumptions, and recommended areas for decisions or deeper validation.