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.

Position Purpose

The Investment Analyst serves as a trusted business partner, providing advanced financial analysis, strategic insights, and investment recommendations to support high-impact business decisions. This role demands strong financial acumen, cross-functional influence, and independent initiative.

Key Attributes for Success

1. Strategic & Analytical Thinking

• Builds robust financial models and delivers clear investment evaluations (e.g., ROI, IRR, NPV, scenario analysis).
• Anticipates business needs and translates complex data into actionable insights.
• Supports long-term strategy through thoughtful, forward-looking analysis.

2. Business Acumen

• Understands the broader business and how financial decisions affect operations, engineering, and commercial strategy.
• Provides relevant, timely, and strategic financial counsel aligned with organizational goals.

3. Communication & Influence

• Crafts compelling financial narratives and presents them with clarity and confidence to senior leaders.
• Influences decisions across functions by balancing detail with executive-level relevance.
• Builds credibility through consistent delivery and data-driven recommendations.

4. Ownership & Proactive Mindset

• Operates with autonomy and accountability.
• Proactively identifies risks, inefficiencies, and opportunities for value creation.
• Seeks continuous improvement in processes, tools, and insights delivery.

Top Candidates Will Bring

• A degree in Accounting and/or Finance (preferred).
• 4–5+ years of experience in accounting and financial reporting; FP&A experience strongly preferred.
• Experience in investment or project analysis and presenting to executive-level stakeholders.
• Strong communication skills, with the ability to translate complex data into actionable insights for diverse audiences.

Summary Pay Range:

$112,710.00 - $169,060.00

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

       

* These benefits also apply to part-time employees

This position requires working onsite five days a week.

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:

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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