Sr. Corporate Portfolio Analyst

Career Area : Finance

Job Description :

Your Work Shapes the World at Caterpillar Inc.

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.

Your Work Shapes the World at Caterpillar Inc.

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.

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

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.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition

Supports risk management reporting, systems, tools, and processes used in portfolio health monitoring activities and reporting accuracy while adhering to internal and external financial reporting and regulatory requirements.

Responsibilities

• Knowledgeable of risk metrics and reports to manage, measure, and monitor global risk exposures with adherence to reporting requirements, policies and controls.
• Reports trends and researches significant changes with data / portfolio owners to validate and explain global risk concerns to ensure that global risks are managed, measured, monitored, and properly reported.
• Manage the processes and procedures supporting the accuracy and timely communication of the portfolio health results.

Degree Requirement : Degree or equivalent experience desired

Skill Descriptors

Business Performance Management : Knowledge of technologies, techniques and practices for the use of business intelligence; ability to monitor and adjust business processes (internal and cross-organizational) in near real-time.

Level Basic Understanding :

Operational Functions : Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.

Level Basic Understanding :

Process Management : Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Level Working Knowledge :

Analytical Thinking : Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Level Working Knowledge :

Decision Making and Critical Thinking : Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Level Working Knowledge :

Effective Communications : Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Level Working Knowledge :

Producing Results : Understanding of the criticality of getting things done despite current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.

Level Working Knowledge :

Additional Information :

Experience with tools such as Dataiku or Alteryx are preferred.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

Summary Pay Range :

$92,880.00 - $160,788.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits :

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

This position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com / careers.

Posting Dates :

October 28, 2025 - November 4, 2025

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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