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Abhijit Datta

Abhijit Datta

Investment Banking Intern

Followers of Abhijit Datta656 followers
location of Abhijit DattaToronto, Ontario, Canada

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  • Timeline

  • About me

    Research Assistant | Former Tax @ RBC | CSC® | Accounting & Finance Undergraduate

  • Education

    • Humber Polytechnic

      2021 - 2022
      Bachelor of Commerce Human Resources Management (Accounting & Economics) Dean's Honour List

    • ACCA

      2022 - 2025
      Association of Chartered Certified Accountants

    • Seneca Polytechnic

      2022 - 2025
      Bachelor of Commerce Accounting and Finance 4.0

  • Experience

    • Citi

      Apr 2022 - Aug 2022
      Investment Banking Intern

    • Seneca Polytechnic

      Feb 2023 - Jul 2023
      Peer Mentor

    • Seneca Applied Research

      Aug 2023 - now

      • Student Member, Research Ethics Board

        Sept 2024 - now

      • Research Assistant

        Aug 2023 - now

    • Seneca Polytechnic

      Sept 2023 - now
      Ambassador, Student Quality Assurance Council, Academic Quality

    • RBC Wealth Management

      Jan 2024 - Apr 2024
      Tax Administrator

      • Prepared 400+ T1 and T3 returns, through reconciliation of RRSP, TFSA, RESP, and RRIF transactions, by ensuring compliance with CRA and utilizing TaxPrep, ClientSource, and Broadridge ERP systems.• Conducted technical tax analysis on investment statements across multiple trust types; proactively resolved reporting issues, enabling ahead-of-deadline completion with a high degree of accuracy.• Validated, and analyzed financial data from diverse sources —Non-Resident Tax, T3s, T5s—and cross-referencing against CRA data to ensure audit-readiness and completeness.• Delivered precise tax reporting for trust beneficiaries by verifying all investment income allocations, ensuring zero discrepancies and alignment with CRA requirements.• Leveraged TMX CDS templates to calculate fund income, capital gains, and eligible dividends; engineered combinations of various advanced Excel tools to consolidate complex CWMO accounts, significantly enhancing workflow efficiency and review accuracy. Show less

  • Licenses & Certifications

    • Canadian Securities Course

      Canadian Securities Institute
      Aug 2024
      View certificate certificate

    • Ethical Conduct for Research Involving Humans TCPS 2: CORE 2022

      Government of Canada
      May 2023

    • Cert Prep: PMI Agile Certified Practitioner (PMI-ACP)®

      LinkedIn
      Mar 2022
      View certificate certificate

    • AI in Fintech Essential Training

      LinkedIn
      Apr 2022
      View certificate certificate

  • Honors & Awards

    • Awarded to Abhijit Datta
      President's Honour List Seneca Polytechnic Aug 2024 Awarded President's Honour List for achieving GPA 4.0 during Summer 2024 semester.
    • Awarded to Abhijit Datta
      President's Honour List Seneca Polytechnic Dec 2023 Awarded President's Honour List for achieving GPA 4.0 during Fall 2023 semester.
    • Awarded to Abhijit Datta
      Dean's Honour Roll Humber College Jul 2022 Awarded in appreciation of academic achievement for obtaining a GPA of 4.0 during the winter 2022 semester.
    • Awarded to Abhijit Datta
      Dean's Honour Roll Humber College Feb 2022 Awarded in appreciation of academic achievement for obtaining a GPA of 4.0 during the Fall 2021 semester.